Great News!!!! Semiconductors will go up tomorrow. Go NSIL.
North American Semiconductor Equipment Industry
Posts August 1999 Book-to-Bill Ratio of 1.08
Year-Over-Year Bookings Up More Than 150 Percent
MOUNTAIN VIEW, Calif., Sept. 21 /PRNewswire/ -- The North American-based manufacturers of semiconductor
equipment posted an August 1999 Book-to-Bill ratio of 1.08, it was reported by Semiconductor Equipment and Materials
International (SEMI). A book-to-bill of 1.08 means $108 in orders were received for each $100 worth of products shipped.
The three-month average of worldwide shipments in August 1999 was $1.34 billion. The figure is even with the July 1999
level, yet is 32 percent above the August 1998 shipments level of $1.01 billion. The three-month average of bookings in
August 1999 was $1.45 billion. The bookings figure is three percent below July 1999 yet is more than 150 percent above the
August 1998 level of $571 million and 202 percent above the cyclical low point of $481 million posted in September 1998.
``While the implications of the earthquake in Taiwan have yet to be fully understood, the industry macro indicators are generally
looking up,' said Stanley Myers, president of SEMI. ``Production capacity utilization is running more than 90 percent, DRAM
prices are firming and computer and telecom equipment sales are healthy, all of which suggest a pickup in bookings for
semiconductor equipment in the fourth quarter.'
The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average shipments for the
North American semiconductor equipment industry. Shipments and bookings figures are in millions of U.S. dollars.
Month Shipments Bookings Book-to-Bill
March 99 943.5 1,256.9 1.33
April 99 1,099.1 1,405.1 1.28
May 99 1,216.7 1,514.2 1.24
June 99 (final) 1,288.3 1,560.5 1.21
July 99 (revised) 1,343.2 1,497.7 1.11
August (preliminary) 1,339.4 1,450.8 1.08
The data contained in this release was compiled by the independent public accounting firm of Arthur Andersen LLP, without
audit, from data submitted directly by the participants. SEMI and Arthur Andersen LLP can assume no responsibility for the
accuracy of the underlying data.
The data are contained in a monthly Express Report published by SEMI that tracks shipments and orders worldwide of North
American-based manufacturers of equipment used to manufacture semiconductor devices, not shipments and orders of the
chips themselves. The September 1999 Express Report is scheduled for publication on October 21, 1999 (subject to change).
Based in Mountain View, Calif., SEMI is an international trade association serving more than 2,300 companies participating in
the $65 billion semiconductor and flat panel display equipment and materials markets. SEMI maintains offices in Austin,
Beijing, Boston, Brussels, Hsinchu, Moscow, Seoul, Singapore, Tokyo and Washington, D.C. For more information about
SEMI, including the SEMIndex, a global stock index of 66 publicly traded equipment and materials companies, visit
www.semi.org. |
