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An Imminent Recovery … or a Deep Recession

Global Manufacturing Activity

Global Fab Equipment Spending Poised to Set Record in 2021

Expect slow recovery in 2020 to pave the way to a record next year

Fab Equipment Spending Crawls Out of Slump in Second Half 2019 – But Roller Coast to Continue in 2020

Global fab equipment spending is slowly crawling out of its slump in the second half of 2019 with a pickup in investments in memory – particularly 3D NAND – leading-edge logic and foundries.

Subdued Seasonal Upturn . . . But Better Times Ahead

3Q’19 Sales by Electronic Equipment Sector – Modest Improvement

Muted Seasonal Recovery

The global electronics industry normally experiences a seasonal upturn from mid-summer through the December holidays. However, this autumn’s upturn is less robust.

Nearly $50 Billion in Fabs to Start Construction in 2020

After a downturn in 2019, investments in new fab projects starting construction is expect to jump US$12 billion to nearly US$50 billion in 2020, with China accounting for the bulk of the investment

Critical Subsystems: Mapping Out Risks Posed by Growing Trade War

The recent anti-globalization political rhetoric veering towards nationalism raises a number of challenges for the semiconductor supply chain.

Renaissance in the Photomask Market?

The semiconductor industry has been on a roll for the past few years – and the rising tide has lifted segments spanning the supply chain.

2018: Records Shattered Across the Board

Semiconductor Market Trends

For the semiconductor industry, 2018 was nothing if not incredible.

Don’t Look at These Charts!

Electronic equipment growth definitely slowed in late 2018 (Chart 1). Based on the consolidated revenues of 213 large, global OEMs electronic equipment sales grew only 2.1 percent in 4Q’18 vs.