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Non-Tech : Kirk's Market Thoughts
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To: Return to Sender who wrote (9223)9/21/2020 10:05:50 AM
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Accelerating growth!

MILPITAS, Calif. — September 17, 2020 — North America-based manufacturers of semiconductor equipment posted $2.65 billion in billings worldwide in August 2020 (three-month average basis), according to the August Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 3.0 percent higher than the final July 2020 level of $2.57 billion, and is 32.5 percent higher than the August 2019 billings level of $2.00 billion.

“August billings of North America-based semiconductor equipment manufacturers demonstrate solid performance and strong year-over-year growth,” said Ajit Manocha, SEMI president and CEO. “Semiconductor equipment demand remains robust despite supply chain uncertainties and new regulatory constraints.”

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

March 2020

$2,213.1

21.2%

April 2020

$2,281.3

18.7%

May 2020

$2,343.3

13.5%

June 2020

$2,317.7

14.4%

July 2020 (final)

$2,575.3

26.7%

August 2020 (prelim)

$2,653.3

32.5%


Source: SEMI ( www.semi.org), September 2020

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.

About SEMI

SEMI® connects more than 2,400 member companies and 1.3 million professionals worldwide to advance the technology and business of electronics design and manufacturing. SEMI members are responsible for the innovations in materials, design, equipment, software, devices, and services that enable smarter, faster, more powerful, and more affordable electronic products. Electronic System Design Alliance (ESD Alliance), FlexTech, the Fab Owners Alliance (FOA) and the MEMS & Sensors Industry Group (MSIG) are SEMI Strategic Technology Communities, defined communities within SEMI focused on specific technologies. Visit www.semi.org to learn more, contact one of our worldwide offices, and connect with SEMI on LinkedIn and Twitter.

Association Contact

Michael Hall/SEMI
Phone: 1.408.943.7988
Email: mhall@semi.org

Notes

Next SEMI Billings report is October 22, 2020 at 3:00pm Pacific.

For information on SEAJ Billings Express Report, visit www.seaj.or.jp.
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