Markets and Business

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...

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...

Revenues from service and support related to critical subsystems reached $2.3 billion in 2020 and are on track to exceed $3.5 billion by 2025. Growth in the installed base of tools, high-utilization rates, and more opportunities for upgrades and...

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...

Global business conditions continued to improve through October although the rate of improvement slowed a bit as pandemic concerns increased (Chart 1).

The market for vacuum and atmospheric robots used in semiconductor manufacturing equipment has grown at a compound annual growth rate of 11.7% since 2015 and is expected to top $1 billion in 2020. The historic and forecast growth trends for...

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...

Things are picking up.

COVID-19 has forced all the players in the semiconductor manufacturing supply chain to reassess how much inventory they need to hold.

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