Market News

NEEDHAM, MA – Global spending on cloud storage infrastructure increased 7.9% year-on-year in the second quarter to total $24.6 billion, according to the IDC's Worldwide Quarterly Enterprise Infrastructure Tracker: Buyer and Cloud Deployment.

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BANNOCKBURN, IL – North American PCB shipments in August were down 26.4% compared to the same month last year, and were down 35.7% compared to July, IPC reported in its North American Printed Circuit Board Statistical Program report.

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BANNOCKBURN, IL – Total North American EMS shipments in August were up 2.49% compared to the same month last year, IPC announced in its monthly North American EMS Statistical Program report.

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NEEDHAM, MA – The global PC monitor market remained steadfast in its efforts to manage inventory levels amidst a significant drop in demand during the second quarter. According to the latest findings from the International Data Corporation Worldwide Quarterly PC Monitor Tracker, the second quarter of 2023 saw a year-on-year decline in shipments of 17.1%.

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MILPITAS, CA – Semiconductor manufacturers worldwide are projected to increase 200mm fab capacity by 14% from 2023 through 2026, adding 12 new 200mm volume fabs (excluding EPI) as the industry reaches a record high of more than 7.7 million wafers per month, SEMI announced in its 200mm Fab Outlook to 2026 report.

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MILPITAS, CA – Global fab equipment spending for front-end facilities in 2023 is expected to decline 15% year-over-year to $84 billion from a record high of $99.5 billion in 2022 before rebounding 15% YoY to $97 billion in 2024, SEMI announced in its latest quarterly World Fab Forecast report.

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