Sep 14, 2020 Mid-Year End Market Recovery Plus Continued Autumn Semiconductor Strength By Walt Custer 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. Read More
Aug 17, 2020 Semiconductors Outperforming Most Industries – but Watch Second Half By Walt Custer So far the semiconductor industry is outperforming most other manufacturing sectors. Semiconductor capital equipment shipments were up 23% globally in 2Q’20 vs. 2Q’19 and semiconductor chip 3/12 growth is still in positive territory. However there are signs of slowing. Read More