China Surges Past Americas and Japan in IC Capacity
January 25, 2021
Back in 2012, China ranked fifth among seven regions worldwide in IC wafer capacity but surged past the Americas and Japan in 2018 and 2019 to claim the number three position (figure 1). That’s a big deal given that ICs account for the largest share...
Semiconductors Outperforming Most Industries – but Watch Second Half
By
Walt Custer
August 17, 2020
Things are picking up.
Cautious Industry Outlook But . . . World SEMI Equipment Growth Resumes!
By
Walt Custer
January 21, 2020
World Manufacturing Growth Flat to Start 2020 (Chart 1)
The December Global Purchasing Managers Index was in zero growth territory (PMI = 50). However, the various country components varied significantly. With IHS Markit PMI data as a gauge of...
Watching (Impatiently) for the Upturn
By
Walt Custer
April 15, 2019
Business Conditions
Manufacturing growth remains slow globally (Chart 1) although conditions vary by country and region (Chart 2).
Record Equipment Spending Streak Continues in 2018 and 2019
June 12, 2018
Christian G. Dieseldorff, Industry Research & Statistics Group, SEMI (June 12, 2018)