North America-based manufacturers of semiconductor equipment posted $3.14 billion in billings worldwide in February 2021 (three-month average basis), logging a record high for the second consecutive month, according to the February Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 3.2 percent higher than the final January 2021 billings of $3.04 billion and is 32 percent higher than the February 2020 billings level of $2.37 billion.
“February billings of North America-based semiconductor equipment manufacturers once again exceeded $3 billion, powered by robust secular semiconductor demand across diverse end-use markets,” said Ajit Manocha, SEMI president and CEO. “The digitization of industries worldwide continues to drive rising investments in semiconductor equipment.”
The SEMI Billings report uses three-month moving averages of worldwide billings for North American-based semiconductor equipment manufacturers. Billings figures are in millions of U.S. dollars.
| Billings (3-mo. Avg.) | Year-Over-Year | |
| September 2020 | $2,743.3 | 40.0% |
| October 2020 | $2,648.2 | 27.3% |
| November 2020 | $2,611.6 | 23.1% |
| December 2020 | $2,680.8 | 7.6% |
| January 2021 (final) | $3,038.2 | 29.8% |
| February 2021 (prelim) | $3,135.0 | 32.0% |
Source: SEMI (www.semi.org), March 2021
SEMI publishes a monthly North American Billings report and issues the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report in collaboration with the Semiconductor Equipment Association of Japan (SEAJ). The WWSEMS report currently reports billings by 24 equipment segments and by seven end market regions. SEMI also has a long history of tracking semiconductor industry fab investments in detail on a company-by-company and fab-by-fab basis in its World Fab Forecast and SEMI FabView databases.
