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Non-Tech : Kirk's Market Thoughts
COHR 170.98-2.3%3:50 PM EST

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berniel
To: robert b furman who wrote (7196)6/21/2019 10:16:52 AM
From: Kirk ©1 Recommendation  Read Replies (1) of 26782
 
Another month of sequentially higher sales.

MILPITAS, Calif. — June 20, 2019 — North America-based manufacturers of semiconductor equipment posted $2.06 billion in billings worldwide in May 2019 (three-month average basis), according to the May Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI.

The billings figure is 7.4 percent higher than the final April 2019 level of $1.92 billion, and is 23.6 percent lower than the May 2018 billings level of $2.69 billion.


“Billings of North American equipment manufacturers increased for the second consecutive month,” said Ajit Manocha, president and CEO of SEMI. “Expanding end-market applications continue to fuel demand for advanced semiconductors and the equipment necessary to manufacture those devices. However, market volatility continues due to the macroeconomic environment.”

The SEMI Billings report uses three-month moving averages of worldwide billings for North American-based semiconductor equipment manufacturers. Billings figures are in millions of U.S. dollars.



Billings
(3-mo. avg.)

Year-Over-Year

December 2018

$2,104.0

-12.3%

January 2019

$1,896.3

-20.0%

February 2019

$1,868.1

-22.7%

March 2019

$1,825.3

-24.9%

April 2019 (final)

$1,922.0

-28.5%

May 2019 (prelim)

$2,064.0

-23.6%

Source: SEMI ( www.semi.org), June 2019

SEMI publishes a monthly North American Billings report and issues the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report in collaboration with the Semiconductor Equipment Association of Japan (SEAJ). The WWSEMS report currently reports billings by 24 equipment segments and by seven end market regions. SEMI also has a long history of tracking semiconductor industry fab investments in detail on a company-by-company and fab-by-fab basis in its World Fab Forecast and SEMI FabView databases. These powerful tools provide access to spending forecasts, capacity ramp, technology transitions, and other information for over 1,000 fabs worldwide. For an overview of available SEMI market data, please visit www.semi.org/en/MarketInfo.

The data contained in this release were compiled by David Powell, Inc., an independent financial services firm, without audit, from data submitted directly by the participants. SEMI and David Powell, Inc. assume no responsibility for the accuracy of the underlying data.

semi.org
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