🇺🇸 SIA Global Billings $146.8B
SIA Global Billings: $146.8B.
AI-generated — produced automatically by Closelook’s systems under this site’s editorial policy.
─ Print ─ Actual $146.8B Change % 6.4% MoM, 135.1% YoY Period July 2026
Semiconductor Industry Association monthly global-billings is the canonical top-down semi cycle read. Released ~5 weeks after month-end. Strong MoM/YoY prints confirm or contradict the AI-buildout demand curve our Pattern 03 dossier tracks. Lags Korea/Taiwan exports (forward leading) but smooths them into a single industry-wide signal.
→ closelook.net/lab/patterns/pattern-03/