EDA has compiled US Machine Tool sales data for January and it was not good at all. This is the leading edge of manufacturing and it is trending lower. 'But…
ISM has eased again and looking at the comments from individual respondents, it sure looks like the West Coast port shutdown is having an impact. Some notables are highlighted. Meanwhile,…
I have been awaiting the December Machine Tool sales data from EDA, assuming we'd get another year-end ramp up (especially with IMTS this past September), like clockwork. Well, the clock…
I have highlighted the more relevant items with green being positive and red not so much. Not a bad report, but there is slight deceleration in the workings of this…
It is not that big a big deal since December is the month when the rubber usually meets the road for last minute tax season buyers of high end machine…
I did not make the point clear in the previous post but as NFTRH subscribers may recall, it is the Semi Equipment companies (they that supply the chip makers with…
Excerpted from the November 23 edition of Notes From the Rabbit Hole, NFTRH 318: Semiconductor Equipment Book-to-Bill Ratio Moderating Since we were the only ones (so far as I could…