NuAxiSemiconductor trade intelligence

North American EMS Orders Surge in July as Book-to-Bill Stands at 1.29

What happened

North American EMS bookings surged 44.3% YoY and 76% MoM in July, with a 3-month book-to-bill ratio of 1.29. Shipments lagged demand, falling 5.8% MoM, indicating a supply-demand imbalance. Bullish signal for semiconductor demand as order activity accelerates sharply.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

demand-surgebook-to-billsupply-demand-gap

Source and time

Source: Electronics Sourcing · 8/25/2026 · View original source

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North American EMS Orders Surge in July as Book-to-Bill Stands at 1.29

What happened

Impact and signal

Affected components and suppliers

Source and time

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