Semiconductors

SEMI Equip Growth Continued Through Year-End, Coronavirus Looms

by Jonathan Custer

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 …

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

by Jonathan Custer

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 …

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