Semiconductors Outperforming Most Industries – but Watch Second Half
Things are picking up.
Peering into Second Half of 2020
Global Manufacturing Activity
Abatement Systems Saw Strong Demand Through 2019 Market Downturn
Sales of abatement systems for semiconductor applications grew 15.6% in 2019, significantly outperforming other critical subsystems segments in a year where total critical subsystems revenues declined by 10.6%.
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.
Tough and Unpredictable Times Ahead
March and April world data clearly showed the impact of the global manufacturing slowdown driven by COVID-19. The world purchasing manager’s index plunged from 47.3 in March to 39.8 in April (Chart 1). Values below 50 indicate a manufacturing...
Gradual Rebound or Slight Dip – Two Scenarios for COVID-19 Impact to 2020 Global Silicon Wafer Market Sales
Uncertainty has gripped the silicon wafer market as the COVID-19 pandemic threatens to upend growth projections for 2020. Declines in both shipments and revenue plagued the silicon wafer market in 2019, a downturn that had given way to optimism for...
Top 10 Critical Subsystems Suppliers of 2019: EUV Shines Light on Optical Subsystems Suppliers
VLSI research recently released the list of top suppliers of critical subsystems to the semiconductor and related manufacturing industries in 2019. The data shows EUV adoption greatly benefited optical subsystems suppliers in 2019 as other critical...
Coronavirus Takes on Electronics Industry
Plunging stock prices and Coronavirus-driven business shutdowns presently dominate the news. Current economic data, including the recently released February Global Purchasing Manager Index, support earlier negative predictions of an imminent...
SEMI Equipment Growth Continued Through Year-End But Coronavirus Impact Looms
Data through December showed a steady recovery in the global electronic supply chain with SEMI equipment leading the way in 3/12 growth (Chart 1). The global purchasing managers index moved into expansion territory (PMI>50) in January indicating...