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

To: robert b furman who wrote (10982)	2/19/2021 11:21:08 AM
From: Kirk ©	1 Recommendation Recommended By John Koligman Respond to of 26781

Good news for auto companies. My guess is they ponied up the BIG bucks. Should make TSM even more profitable. TSMC gives top priority to car chips BITS + CHIPS DIGITIMES staff Friday 19 February 2021 Automakers are desperate for support from foundry partners to ease chip shortages disrupting their production, and they are willing to pay extra in return for foundries giving top priority to their orders. TSMC has agreed to give automotive chip orders SHR (super hot run) status. But more support from Taiwanese foundries may not be enough to ease their trouble, which has now been compounded by the frigid weather in the US state of Texas that has halted production at wafer fabs there. Taiwan's top-3 foundry houses are expected to see their overall sales hit a record level in 2021, according to Digitimes Research. TSMC agrees to rush shipments to automotive chip customers: TSMC has agreed to give top priority to orders placed by its automotive chip clients, giving them SHR (super hot run) status, according to sources at Taiwan-based analog IC firms. Winter storm in US to disrupt chip supplies: The impact of winter storms that struck the US state of Texas could be significant on the world's supply of certain semiconductors, including high-end NOR flash and chips demanding 8-inch wafer fabrication, according to industry sources. Taiwan top-3 foundries to see combined revenue hit another record high in 2021, says Digitimes Research: Combined revenue of Taiwan's top-3 pure-play foundries are expected to rise 17% on year to top US$60 billion in 2021, Digitimes Research estimates. digitimes.com

To: robert b furman who wrote (10982)

2/23/2021 10:05:59 AM

From: Kirk ©

Read Replies (1) | Respond to of 26781

New Record.

NORTH AMERICAN SEMICONDUCTOR EQUIPMENT INDUSTRY POSTS JANUARY 2021 BILLINGS, TOPPING $3 BILLION FOR FIRST TIME

MILPITAS, Calif. — February 22, 2021 — North America-based manufacturers of semiconductor equipment posted $3.04 billion in billings worldwide in January 2021 (three-month average basis), the first time monthly billings have reached $3 billion, according to the January Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 13.4 percent higher than the final December 2020 billings of $2.68 billion and is 29.9 percent higher than the January 2020 billings level of $2.34 billion.

“January billings of North America-based semiconductor equipment manufacturers marked a historic monthly high for the industry and a great start to the year,” said Ajit Manocha, SEMI president and CEO. “The acceleration of digital transformation is fueling strong, durable demand for semiconductor equipment.”

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
August 2020	$2,653.3	32.5%
September 2020	$2,743.3	40.0%
October 2020	$2,648.2	27.3%
November 2020	$2,611.6	23.1%
December 2020 (final)	$2,680.8	7.6%
January 2021 (prelim)	$3,040.2	29.9%

Source: SEMI ( www.semi.org), February 2021

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 March 22, 2021 at 3:00pm Pacific.

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