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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 322.32-5.6%Jan 30 9:30 AM EST

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To: robert b furman who wrote (16340)10/19/2005 9:27:15 AM
From: Proud_Infidel  Read Replies (1) of 25522
 
Worldwide tool book-to-bill falls

Mark LaPedus
EE Times
(10/18/2005 9:15 PM EDT)

SAN JOSE, Calif. — The worldwide semiconductor-equipment book-to-bill ratio hit 1.03 in September, down from 1.07 in August, according to VLSI Research Inc.

Worldwide bookings were $4.6 billion and billings hit $4.5 billion in September, according to the research firm. Worldwide billings rose almost 14 percent from August, but remained 13 percent below those of September 2004.

Booking grew 9 percent sequentially and they’ve finally surpassed the previous year’s level by 19 percent.

High utilization rates, driven by the seasonal demand surge for chips, are stimulating the growth in equipment bookings. Wafer fab utilization reached 96 percent in September, while test and assembly were at the 98 percent level.

Still, the fab-tool industry appears to have stalled. North American-based manufacturers of semiconductor equipment posted a book-to-bill ratio of 1.02 in September, down from 1.05 in August, according to the Semiconductor Equipment and Materials International (SEMI) trade group (see Oct. 18 story).
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