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While you cannot get much granularity from the Semi.org site without subscribing to its service, you can however get a look at the big picture which looks to be a good thing for North America.
SEMI reports that the three-month average of worldwide billings of North American equipment manufacturers in May 2017 was $2.27 billion. The billings figure is 6.4 percent higher than the final April 2017 level of $2.14 billion, and is 41.9 percent higher than the May 2016 billings level of $1.60 billion.
"Semiconductor equipment billings for North American headquartered equipment manufacturers increased for the fourth month in a row and are 42 percent higher than the same month last year," said Ajit Manocha, president and CEO of SEMI. "The strength of this cycle continues to be driven by Memory and Foundry manufacturers as the industry invests in 3D NAND and other leading-edge technologies."
SEMI reports that the three-month average of worldwide billings of North American equipment manufacturers in May 2017 was $2.27 billion. The billings figure is 6.4 percent higher than the final April 2017 level of $2.14 billion, and is 41.9 percent higher than the May 2016 billings level of $1.60 billion.
"Semiconductor equipment billings for North American headquartered equipment manufacturers increased for the fourth month in a row and are 42 percent higher than the same month last year," said Ajit Manocha, president and CEO of SEMI. "The strength of this cycle continues to be driven by Memory and Foundry manufacturers as the industry invests in 3D NAND and other leading-edge technologies."