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.
Cautious Industry Outlook But . . . World SEMI Equipment Growth Resumes!
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
Business Conditions
Manufacturing growth remains slow globally (Chart 1) although conditions vary by country and region (Chart 2).
Despite Uncertainty, Long-Term Semiconductor Market Outlook Remains Bright
This year, SEMI ISS covered it all – from a high-level semiconductor market and global geopolitical overview down to the neuro morphic and quantum level. Here are key takeaways from the Day 1 keynote and Economic Trends and Market Perspectives...
Is it the End for New Volume Fabs in the U.S.?
Can it be that no more new semiconductor fabs are being built in the U.S.?