Global Fab Equipment Spending Poised to Log 3 Straight Years of Record Highs as COVID-19 Stokes Demand for Electronics
Fueled by surging pandemic-inspired demand for electronics devices, the global semiconductor industry is on track to register a rare three consecutive years of record highs in fab equipment spending with a 16% increase in 2020 followed by forecast...
The Substrate Crisis Deepens
Despite the pandemic lock-down, demand for electronic products and services remains strong. Work-from-home, video conferencing, and remote learning are driving data center growth and laptop and tablet demand. 5G infrastructure rollout is underway...
Global Chip Equipment Billings Continue to Soar Amid Pandemic
The global economy has started down a gradual path to recovery from COVID-19 in recent months as the world continues to combat the virus. Yet one sector – semiconductors – has shown impressive growth powered by a transformation hastened by the...
Going the Right Way . . . if We Can Control Pandemic
Global business conditions continued to improve through October although the rate of improvement slowed a bit as pandemic concerns increased (Chart 1).
Mid-Year End Market Recovery Plus Continued Autumn Semiconductor Strength
Although the semiconductor chip and capital equipment markets performed well in the first half of 2020, many of the electronic equipment end markets struggled globally. World electronic equipment sales declined almost 10% in 2Q’20 vs. 2Q’19 (Chart...
Semiconductors Outperforming Most Industries – but Watch Second Half
Things are picking up.
Critical Subsystems – From Just in Time to Just in Case
COVID-19 has forced all the players in the semiconductor manufacturing supply chain to reassess how much inventory they need to hold.
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.