U.S. Semi Production Hobbled By Labor Shortages

On May 15, the administration announced that Taiwan Semiconductor Manufacturing Co., plans to build a new $12 billion factory in Arizona.  In addition,  Intel is considering moving some production back to the U.S., and U.S. officials is also trying to convince Samsung to the States.   Call us skeptical as announcements are just that and we will … More U.S. Semi Production Hobbled By Labor Shortages

SEMI Equip Growth Continued Through Year-End, Coronavirus Looms

February 18, 2020 By Walt Custer SEMI Data through December showed a steady recovery in the global electronics supply chain with SEMI equipment leading the way in 3/12 growth (Chart 1). The global purchasing managers index moved into expansion territory (PMI>50) in January indicating accelerating growth in world manufacturing activity (Chart 2). But in late … More SEMI Equip Growth Continued Through Year-End, Coronavirus Looms

Korea’s Exports Grow 5.3 pct In First Week Of Year, Led By Semis

South Korean exports, a main leading indicator of global manufacturing conditions,  especially the electronics sector, showed marked improvement in the first ten days of January. South Korea’s Customs Service reported on Monday that exports rose 5.3 percent in the first 10 days of January, mainly the result of growing shipments of semiconductors. Exports of semiconductors … More Korea’s Exports Grow 5.3 pct In First Week Of Year, Led By Semis