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

To: robert b furman who wrote (10727)	12/18/2020 9:32:25 AM
From: da_spot	Read Replies (1) \| Respond to of 26767

Bob, hope my garlic planting adventures and such don't distract you from making moola as well lol! Love hearing about your hunting, gardening and traveling adventures though. Share some more when/if you can...I'm all ears. Running around this morning, actually running LATE, so will touch base with you soon to see how your wonderful CLX analysis is shaping up as we run into Christmas. Have a super day, Bob! S

To: robert b furman who wrote (10727)	12/19/2020 12:05:16 PM
From: Kirk ©	1 Recommendation Recommended By Ken Adams Respond to of 26767

I don't know if I'll ever get tired of watching rockets land on their tails after launching payloads into space. This is the best landing video they've done yet from two camera views, one on the rocket! Incredible technology that was pure science fiction when I was growing up... I've replayed the SpaceX Falcon 9 first stage landing several times! Bug on SI... go to 19:00 for launch or youtu.be Try again with starting link [yt]9OeVwaFBkfE?t=1130[/yt]

To: robert b furman who wrote (10727)

12/21/2020 1:32:14 PM

From: Kirk ©

Read Replies (2) | Respond to of 26767

I remember 20 years ago "everyone" hung on this data, poured over Gottfried's charts, and started discussing the report days before it was released... now it is all about Tesla and yawns for this....

Dec 17, 2020
MILPITAS, Calif. — December 17, 2020 — North America-based manufacturers of semiconductor equipment posted $2.61 billion in billings worldwide in November 2020 (three-month average basis), according to the November Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 1.4 percent lower than the final October 2020 level of $2.65 billion, and is 23.1 percent higher than the November 2019 billings level of $2.1 billion.

“Billings of North America-based semiconductor equipment manufacturers remain robust, though November shows some expected tapering after billings registered record highs early this fall,” said Ajit Manocha, SEMI president and CEO.

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
June 2020	$2,317.7	14.4%
July 2020	$2,575.3	26.7%
August 2020	$2,653.3	32.5%
September 2020	$2,743.3	40.0%
October 2020 (final)	$2,648.2	27.3%
November 2020 (prelim)	$2,611.6	23.1%

Source: SEMI ( www.semi.org), December 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 January 21, 2021 at 3:00pm Pacific.

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