This year, global semiconductor investment has slowed down. SEMI (International Semiconductor Industry Association) announced today (22) that North American semiconductor equipment manufacturers' shipments continued to decline in February, down 1.7% to 1.86 billion US dollars, reaching nearly 25 months. New low.
SEMI today announced the latest Billing Report. In February (2019), North American semiconductor equipment manufacturers shipped US$1.86 billion, a 1.7% decrease from January's US$1.9 billion and a 23% decrease from the same period last year. , set a new low in February 2017.
SEMI pointed out that since November (2018), North American semiconductor equipment manufacturers' shipments have been declining for four months; semiconductor investment is at a lower water level, but equipment shipments are still higher than 2016. level.
SEMI pointed out that in response to the sluggish memory market, memory factories have cut capital equipment investment. South Asia Branch (2408) will spend less than 10.6 billion yuan this year, nearly half the size of last year, while Micron also announced a reduction in production. 5%, and cut capital expenditures; this year's memory plant equipment spending is expected to reduce by 30%, and will affect global fab equipment spending this year by 14%.