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What you can do here: Electronics industry production, demand, prices and the largest companies (official statistics and filings), plus the activity on EPM - updated every day.
Market insights
Demand & trend
How much the electronics industry is ordered, ships and keeps in stock (U.S. Census Bureau, computers and electronic products, seasonally adjusted), and where chip prices go (U.S. BLS producer prices). A book-to-bill above 1 means more new orders than shipments - demand is growing.
Chip prices vs chip production (change vs a year ago)
Source: FRED, Federal Reserve Bank of St. Louis - PCU33443344, IPG3344S.
| Month | New orders | Shipments | Inventories | Book-to-bill | Inventory months | New orders vs a year ago |
|---|---|---|---|---|---|---|
| Sep 2026 | 31.3 | 34.7 | 69.1 | 0.90 | 1.99 | +16.7% |
| Aug 2026 | 31.0 | 34.2 | 68.9 | 0.91 | 2.01 | +17.1% |
| Jul 2026 | 30.9 | 34.2 | 68.6 | 0.90 | 2.00 | +15.3% |
| Jun 2026 | 31.1 | 34.7 | 68.5 | 0.90 | 1.97 | +16.6% |
| May 2026 | 30.1 | 33.9 | 67.9 | 0.89 | 2.01 | +14.2% |
| Apr 2026 | 29.8 | 33.5 | 67.8 | 0.89 | 2.02 | +15.3% |
| Mar 2026 | 29.9 | 33.3 | 67.8 | 0.90 | 2.03 | +16.3% |
| Feb 2026 | 28.6 | 33.1 | 67.6 | 0.86 | 2.04 | +9.1% |
| Jan 2026 | 28.2 | 32.8 | 67.4 | 0.86 | 2.06 | +7.7% |
| Dec 2025 | 27.9 | 32.3 | 67.5 | 0.87 | 2.09 | +7.7% |
| Nov 2025 | 27.0 | 32.0 | 67.5 | 0.84 | 2.11 | +5.7% |
| Oct 2025 | 26.9 | 31.7 | 67.3 | 0.85 | 2.12 | +4.5% |
Source: FRED, Federal Reserve Bank of St. Louis - A34SNO, A34SVS, A34STI. U.S. Census Bureau, M3 survey.
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