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Markets and Business

Semiconductor Industry Upturn by Early 2020?

Reports of 2Q’19 financials from all of the major OEMs in our 213 company global sample show that their electronic equipment sales declined 1.4 percent compared to the same quarter of last year (Chart 1). This OEM group’s combined sales growth...

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Tide (Will Be) Turning

Recent Forecasts

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2018: Records Shattered Across the Board

Semiconductor Market Trends

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It’s Chilly!

4Q’18 World Electronic Supply Chain – Slowing Electronic Equipment Growth

Custer Consulting Group has its first estimate of global electronic equipment growth in 4Q’18 vs. 4Q’17. Chart 1 compares the combined sales of a 213-company OEM composite...

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General Industry Slowing Coupled with Geopolitical Strife

Global Growth by Electronic Sector

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Industry Growth and Geographic Shifts

Electronic Equipment

Global electronic equipment production is in its traditional “fall busy season” as the consumer driven end markets ramp up for the holiday season (Chart 1). Both normal seasonality and organic growth are driving this year’s...

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Part 2 of 2: The End of the Memory Growth Rally? Where Are We in the Memory Inventory Cycle?

Part 1 of this article discussed the Memory Inventory Cycle Index and compared it with memory device sales and memory fab equipment investments. This article, the second of the two-part series, illustrates how the Memory Inventory Cycle Index...

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Part 1 of 2: The End of the Memory Growth Rally? Where Are We in the Memory Inventory Cycle?

Micron, one of the top three memory semiconductor companies, reported solid results for the fourth quarter of fiscal 2018 (June to August) to extend a multi-quarter string of strong growth. However, the company’s mediocre guidance for the current...

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2017: Equipment and Devices Revenues Shatter Records but Results for Materials Mixed

Semiconductor Market Trends

Semiconductor markets in 2017 far outstripped the average revenue forecast of 5 percent growth at the start of the year, logging a robust 22 percent increase for a second consecutive year of record revenues, according...

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