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Markets and Business

Semiconductor Industry vs. Global Pandemic

The World Bank just released its updated Global Outlook for 2020 and 2021. The text is long but very worth reading. 

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Tide Has Turned

The November Global Purchasing Managers Index moved back into expansion territory (Chart 1). Admittedly results varied significantly by country but world global manufacturing activity resumed growth at year end.

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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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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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Cautious Optimism

Updated Global GDP Forecast

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