Semi equipment spending shows memory-logic divide

September 11, 2019 //By Peter Clarke
Semi equipment spending shows memory-logic divide
Worldwide semiconductor manufacturing equipment billings were worth $13.3 billion in the second quarter of 2019, down 20 percent from the same quarter of 2018 and 3 percent from than the previous quarter, according to industry body SEMI.

Geographically the data shows signs strong variation with many regions showing falls of 40 percent or even 50 percent in the case of Europe. Meanwhile two regions that are still active at the leading edge in the manufacturing of logic ICs, Taiwan and North America increased spending year-on-year by 47 and 15 percent respectively.

Semiconductor equipment quarterly billings data by region in billions of U.S. dollars. Source: SEMI.

South Korea and Japan, heavily exposed to the over-supplied memory segment of the market reduced spending by 47 and 39 percent respectively.

The Europe and the Rest of the World regions, already the smallest in terms of manufacturing capacity, continue to shrink their spending on semiconductors.

Related links and articles:

www.semi.org

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