We are reposting our piece from November 1st where we speculated the long secular deflation in semiconductor prices may be over. We got lucky and looks like we picked the bottom. But first this: A shortage in production capacity compared to demand in semiconductors is expected to increase their prices in 2021. Some companies have … More Semiconductor shortage to increase prices in 2021
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
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
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