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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (4681)3/4/2017 1:19:55 PM
From: Kirk ©3 Recommendations

Recommended By
3bar
Gottfried
mary-ally-smith

  Respond to of 26752
 
I don't like the idea of more buildings bringing even more jobs into an area with a severe housing shortage and HORRIBLE traffic due to Google, Facebook and Apple....

But I like the idea that Google wants to build a lot of housing in that area so their workers can ride bikes or walk to work and their families can be close.

That is the way to build a modern campus and city that Apple didn't consider when building its massive $5B structure that will choke the roads all around it.

I should try to find my article to the SJ Merc several decades ago saying all new buildings here with jobs should also come with low cost housing for the workers or the people who will service those workers.....



To: Gottfried who wrote (4681)3/17/2017 9:59:05 AM
From: Kirk ©3 Recommendations

Recommended By
3bar
Gottfried
John Pitera

  Read Replies (1) | Respond to of 26752
 
63.8% Y/Y growth!
North American Semiconductor Equipment Industry Posts February 2017 Billings

MILPITAS, Calif. — March 16, 2017 — North America-based manufacturers of semiconductor equipment posted $1.97 billion in billings worldwide in February 2017 (three-month average basis), according to the February Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI.

SEMI reports that the three-month average of worldwide billings of North American equipment manufacturers in February 2017 was $1.97 billion. The billings figure is 6.1 percent higher than the final January 2017 level of $1.86 billion, and is 63.8 percent higher than the February 2016 billings level of $1.20 billion.

“Billings levels remain elevated as memory and foundry manufacturers continue to invest in advanced semiconductor technologies," said Ajit Manocha, president and CEO of SEMI. “These investments are paving the way for the ramp of 3D NAND and 1X-nm devices.”

The SEMI Billings report uses three-month moving averages of worldwide billings for North American-based semiconductor equipment manufacturers. Billings figures are in millions of U.S. dollars.



Billings
(3-mo. avg)

Year-Over-Year

September 2016

$1,493.3

-0.1%

October 2016

$1,630.4

20.0%

November 2016

$1,613.3

25.2%

December 2016

$1,869.8

38.5%

January 2017 (final)

$1,859.4

52.3%

February 2017 (prelim)

$1,973.1

63.8%

Source: SEMI ( www.semi.org), March 2017

SEMI ceased publishing the monthly North America Book-to-Bill report in January 2017. The decision to discontinue the Book-to-Bill report was based on changes in reporting by some participants where the reporting of orders/bookings into the data collection program is no longer considered a necessary component of their industry analysis.

SEMI will continue publish a monthly North American Billings report and issue the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report in collaboration with the Semiconductor Equipment Association of Japan (SEAJ). The WWSEMS report currently reports billings by 24 equipment segments and by seven end market regions. Beginning with the January 2017 WWSEMS report, bookings information will only be available for the back-end equipment segments of the industry. In addition, SEMI also has a long history of tracking semiconductor industry fab investments in detail on a company-by-company and fab-by-fab basis in its World Fab Forecast and SEMI FabView databases. These powerful tools provide access to spending forecasts, capacity ramp, technology transitions, and other information for over 1,000 fabs worldwide. For an overview of available SEMI market data, please visit www.semi.org/en/MarketInfo.

The data contained in this release were compiled by David Powell, Inc., an independent financial services firm, without audit, from data submitted directly by the participants. SEMI and David Powell, Inc. assume no responsibility for the accuracy of the underlying data.

About SEMI

SEMI® connects nearly 2,000 member companies and 250,000 professionals worldwide annually to advance the technology and business of electronics manufacturing. SEMI members are responsible for the innovations in materials, design, equipment, software, and services that enable smarter, faster, more powerful, and more affordable electronic products. Since 1970, SEMI has built connections that have helped its members grow, create new markets, and address common industry challenges together. SEMI maintains offices in Bangalore, Beijing, Berlin, Brussels, Grenoble, Hsinchu, Seoul, Shanghai, Silicon Valley (Milpitas, Calif.), Singapore, Tokyo, and Washington, D.C. For more information, visit www.semi.org and follow SEMI on LinkedIn and Twitter.

Association Contacts

Dan Tracy/SEMI
Phone: 1.408.943.7987
Email: dtracy@semi.org

Deborah Geiger/SEMI
Phone: 1.408.943.7988
Email: dgeiger@semi.org

Notes

Next SEMI Billings report: April 20, 2017 at 3:00pm Pacific.

For information on SEAJ Book-to-Bill Report, visit www.seaj.or.jp

semi.org



To: Gottfried who wrote (4681)4/3/2017 11:37:52 AM
From: Kirk ©1 Recommendation

Recommended By
Gottfried

  Read Replies (1) | Respond to of 26752
 
Dust in the wind.... formerly know as the once great and mighty Hewlett-Packard now has its DNA scattered about the World...

CSC and HPE Enterprise Services Division Complete Merger to Form DXC Technology
NEWS RELEASE -- APRIL 03, 2017

dxc.technology

No chart yet on Stockcharts but I put in a request.

CSC and HPE Enterprise Services Division Complete Merger to Form DXC Technology

NEWS RELEASE -- APRIL 03, 2017TYSONS, Va., April 3, 2017 – The previously announced merger between CSC and the Enterprise Services Division of Hewlett Packard Enterprise (NYSE: HPE) to form DXC Technology Company has been completed, effective April 1, 2017.

DXC Technology (NYSE: DXC), the world's leading independent, end-to-end IT services company, will ring the Opening Bell and begin trading today on the New York Stock Exchange under symbol “DXC.” Beginning today, DXC Technology will become a member of the S&P 500 index.

“With the successful close of our transaction, we are standing up a company that is ideally suited to meeting the needs of a rapidly changing technology marketplace,” said Mike Lawrie, DXC Technology chairman, president and chief executive officer. “We are looking forward delivering on our promise of producing greater value for clients, partners and shareholders, along with growth opportunities for our people."

DXC plans a series of global launch activities beginning this morning, with employee events at more than 150 sites and an inaugural advertising campaign to introduce the new company to the marketplace.

About DXC Technology

DXC Technology (DXC: NYSE) is the world’s leading independent, end-to-end IT services company, helping clients harness the power of innovation to thrive on change. Created by the merger of CSC and the Enterprise Services business of Hewlett Packard Enterprise, DXC Technology serves nearly 6,000 private and public sector clients across 70 countries. The company’s technology independence, global talent and extensive partner network combine to deliver powerful next-generation IT services and solutions. DXC Technology is recognized among the best corporate citizens globally. For more information, visit www.dxc.technology