Market News

WASHINGTON — The Semiconductor Industry Association announced global semiconductor industry sales were $46.9 billion during the month of October 2022, a slight decrease of 0.3% compared to the September 2022 total of $47.0 billion and down 4.6% compared to the October 2021 total of $49.1 billion.

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MILPITAS, CA – Global semiconductor equipment billings rose 7% year-over-year to $28.75 billion in the third quarter, SEMI announced today.

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ATLANTA — The ECIA’s Global Industry Practices Committee (GIPC) has published a document to update members on best practices as companies in the electronic components industry respond to the shifting political landscape regarding China tariffs.

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TAIPEI — Publicly traded PCB fabricators reported revenue fell 2.26% sequentially in October but rose 14.4% year-over-year, TPCA said.

Both rigid and flexible boards saw a slight decline in revenue compared to September, but the demand for some products is relatively strong, and the overall PCB industry is still seeing growth compared to last year.

TPCA statistics show that the revenue of hard board/carrier board in October decreased by 3.11% from September but increased by 8.62% year-on-year, and the accumulative revenue in the first ten months increased by 19.38% year-on-year.

According to TPCA's discussions with PCB industry leaders, this year's peak season for the electronics industry was not as strong as previous years with the kickoff of the World Cup, weak Christmas sales, low popularity of the latest iPhone, as well as Chinese blockades and logistics issues all affecting customers' purchases.

The industry believes, with the exception of a few products with relatively strong demand, such as IC substrates, HDI, server boards, automotive boards, etc., the peak of the third quarter has generally passed, and the industry will be entering its off-season in the fourth quarter. The forecast remains weak for the first quarter of 2023, and industries are looking to the second quarter for signs of a rebound, TPCA said.

BANNOCKBURN, IL — Total North American PCB shipments in October were up 9% compared to the same month last year and were down 13.3% compared to last month, according to the IPC's findings from its North American Printed Circuit Board (PCB) Statistical Program. The book-to-bill ratio stands at 1.07.

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BANNOCKBURN, IL — Total North American EMS shipments in October were up 14.9% compared to the same month last year and were down 2% compared to last month, according to the IPC's findings from its monthly North American Electronics Manufacturing Services (EMS) Statistical Program. The book-to-bill ratio stands at 1.29.

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