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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Investor2 who wrote (7440)

9/20/2019 11:33:23 AM

From: Kirk ©

Respond to of 26450

09/19/2019

North American Semiconductor Equipment Industry Posts August 2019 Billings

Signs of a good bottom....

MILPITAS, Calif. — September 19, 2019 — North America-based manufacturers of semiconductor equipment posted $2.00 billion in billings worldwide in August 2019 (three-month average basis), according to the August Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 1.4 percent lower than the final July 2019 level of $2.03 billion, and is 10.5 percent lower than the August 2018 billings level of $2.23 billion.

“August billings of North American equipment manufacturers declined one percent relative to July levels,” said Ajit Manocha, president and CEO of SEMI. “However, even though the industry is facing headwinds, monthly billings levels have remained above $2 billion for the past four months.”

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 2019	$1,825.3	-24.9%
April 2019	$1,922.0	-28.5%
May 2019	$2,065.2	-23.6%
June 2019	$2.026.1	-18.4%
July 2019 (final)	$2,031.9	-14.6%
August 2019 (prelim)	$2,002.5	-10.5%

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

About SEMI
SEMI® connects more than 2,100 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 Association Partners, 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, 2019 at 3:00pm Pacific