Semiconductor Equipment Forecast Upgrade - December 5, 2019

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    Electronics sales are projected to decline 2% in 2019. Personal Tools are expected to decline 2% with PC’s increase being offset by the decline in mobile. IT Infrastructure will take a breather ending the year flat after six years of steady gains. Storage will grow the fastest followed by wired. Automotive and Industrial sales have stalled due to a slowing economy and the trade wars.

         -  Electronics & Macroeconomy – V19.12

         -  Diffusion Rates – V19.12

         -  Historical Ratios & Utilization Rates – V19.12