June semi sales were up 5.1% y-o-y but down 0.3% on May at $34.5 billion, says the SIA.

Q2 sales  were $103.6 billion, up 5.1% y-o-y but down 0.9% on Q1.

“Second-quarter semiconductor sales were roughly flat compared to the first quarter, and the global industry continues to post year-to-year sales increases, but significant uncertainty remains for the second half of the year due to ongoing macroeconomic headwinds,” says SIA CEO John Neuffer, “sales into the Americas stood out in June, increasing nearly 30 percent year-to-year.”

Regionally, sales increased on a year-to-year basis in the Americas (29.0 percent), China (4.7 percent), and Asia Pacific/All Other (0.4 percent), but decreased in Japan (-2.2 percent) and Europe (-17.1 percent). On a month-to-month basis, sales increased slightly in the Americas (3.1 percent) and Japan (1.1 percent), but decreased in China (-0.4 percent), Asia Pacific/All Other (-1.5 percent), and Europe (-6.0 percent).