North American Semiconductor Equipment Industry Posts June 2021 Billings

MILPITAS, Calif. — North America-based semiconductor equipment manufacturers posted $3.67 billion in billings worldwide in June 2021 (three-month average basis), according to the June Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 2.3% higher than final May 2021 billings of $3.59 billion and 58.4% higher than June 2020 billings of $2.32 billion. […]

Celestica Announces Second Quarter 2021 Financial Results

TORONTO — Celestica Inc. (TSX: CLS) (NYSE: CLS), announced financial results for the quarter ended June 30, 2021 (Q2 2021)†. “Celestica’s solid second quarter results underscore the successful execution of our strategy to reshape our portfolio and build a resilient, diversified business with a strong foundation for growth. Primarily driven by higher Hardware Platform Solutions […]

The Worst Is Yet to Come

Dieter G Weiss

Always the cautionary voice, here are some thoughts from Dieter Weiss about supply chain disruptions and turmoil in the industry over who will pay for the price increases that are bound to come. Bottom line: we are all in this together and the EMS industry cannot afford to bear all the increased costs. Dieter is founder of in4ma, a market research firm tracking the European EMS industry.