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North American semiconductor equipment manufacturers resumed growth in July shipments

Release on : Aug 24, 2019

In May of this year, North American semiconductor equipment manufacturers shipped $2 billion in shipments. Although they fell slightly in June, they ended up growing for two months, but remained above $2 billion, and the overall second quarter shipments. It reached US$5.984 billion, higher than the US$5.589 billion in the first quarter and an increase of 7.07% in the quarter.

The International Semiconductor Industry Association (SEMI) announced data released in July that North American semiconductor equipment manufacturers' shipments have resumed growth, reaching $2.034 billion, the second highest since May this year, up 0.4 from June's $2.026 billion. %, a decrease of 14.5% compared with the same period of last year, which is the second highest this year and has maintained a level of US$2 billion for three consecutive months.

According to SEMI, memory market conditions are sluggish, affecting weak demand for related equipment. Advanced logic and foundry are the main drivers of semiconductor equipment demand this year. Looking forward to the whole year, SEMI previously predicted that with the slowdown of the semiconductor industry, semiconductor manufacturers will become more conservative in capital expenditure this year, and the semiconductor equipment market is likely to decline by 18.4%.

In terms of indicator manufacturers, foundry leader TSMC has a relatively positive capital expenditure this year, mainly in response to strong demand from 5G and efficient computing customers for the 5nm process next year, and decided to accelerate the construction of 5nm capacity. It is estimated that capital expenditure will be higher this year. The original 11 billion US dollars.

However, memory manufacturers, such as Samsung, SK Hynix and Micron, continue to reduce capital expenditures and adjust inventory. South Asia Branch also adopts a conservative policy on capital expenditures, and has repeatedly revised capital expenditures. It has now dropped to about 65-70. NT$100 million.