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Signs Capacity Is Maxed Out: NAICS 334 Unfilled Orders and Semiconductor Industrial Production
Signs Capacity Is Maxed Out: NAICS 334 Unfilled Orders and Semiconductor Industrial Production#
Unfilled orders at a record $157.4B and semiconductor production 69% above 2019: orders are coming in faster than they can be filled.Draft, pending review
How to read this chart
Left axis: unfilled orders, $157.4B in June 2026, 28% above the 2019 average. Right axis: the semiconductor and electronic components production index, 69% above 2019.
Source: US BEA and FRED public statistics; FinSight compilation · Updated 2026-09-04
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