Thursday, June 8, 2023

Global semiconductor equipment billings rise 9% YoY to $26.8B in Q1 2023. Taiwan up 42%, China down 8%, North America soars 51%. Strong AI and automotive investments.

US Fab expansion kick in - The global semiconductor equipment billings rose 9% YoY to $26.8B in Q1 2023, despite challenging conditions. Taiwan saw 42% growth, while China dropped 8%. North America surged by 51%. Long-term investments for AI and automotive remain strong.

As an excerpt from a news release by SEMI - here are some key points from the report:

Global Semiconductor Equipment Billings - In the first quarter of 2023, global semiconductor equipment billings reached US$26.8 billion, representing a 9% increase compared to the same period in the previous year. However, billings slipped 3% when compared to the previous quarter.

Regional Billings

The data provided breaks down the billings by region and shows the quarter-over-quarter and year-over-year changes. Here are some notable regional highlights:Taiwan: Billings of $6.93 billion, with a 13% decrease compared to the previous quarter but a significant 42% increase year-over-year.

  • China: Billings of $5.86 billion, reflecting an 8% decrease quarter-over-quarter and a 23% decrease year-over-year.
  • Korea: Billings of $5.62 billion, showing a slight 3% decrease quarter-over-quarter but a positive 9% increase year-over-year.
  • North America: Billings of $3.93 billion, indicating a substantial 51% increase quarter-over-quarter and a significant 50% increase year-over-year.
  • Japan: Billings of $1.90 billion, with a 16% decrease quarter-over-quarter but no change year-over-year.
  • Europe: Billings of $1.52 billion, reflecting a 4% increase quarter-over-quarter and a 19% increase year-over-year.
  • Rest of World: Billings of $1.06 billion, experiencing a 20% decrease quarter-over-quarter and an 18% decrease year-over-year.
Market Outlook: Despite macroeconomic challenges and a difficult industry environment, semiconductor equipment revenue in the first quarter was robust. The long-term strategic investments needed to support major technology advancements for applications like AI (Artificial Intelligence) and automotive remain healthy.

SEMI Equipment Market Data Subscription (EMDS): SEMI offers a subscription service providing comprehensive market data for the global semiconductor equipment market. It includes monthly reports on equipment market trends, semiconductor equipment billings by region and market segments, and an outlook for the semiconductor equipment market.

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