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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Return to Sender who wrote (85864)11/8/2020 1:20:51 PM
From: Return to Sender1 Recommendation

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The Ox

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Book to Bill information on the semi-equipment industry can be found here monthly. The last updated information came out on 10/22/2020. If someone would like to check this site and share the information when the next report comes out on the 19th of this month I would appreciate it. Here is last months update:

semi.org


Oct 22, 2020
MILPITAS, Calif. — October 22, 2020 — North America-based manufacturers of semiconductor equipment posted $2.75 billion in billings worldwide in September 2020 (three-month average basis), according to the September Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 3.6 percent higher than the final August 2020 level of 2.65 billion, and is 40.3 percent higher than the September 2019 billings level of $1.96 billion.

"September billings of North America-based semiconductor equipment manufacturers mark another month of growth,” said Ajit Manocha, SEMI president and CEO. “The semiconductor industry remains resilient despite challenges posed by the pandemic and geopolitical tensions.”

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

April 2020

$2,281.3

18.7%

May 2020

$2,343.3

13.5%

June 2020

$2,317.7

14.4%

July 2020

$2,575.3

26.7%

August 2020 (final)

$2,653.3

32.5%

September 2020 (prelim)

$2,747.7

40.3%

Source: SEMI ( www.semi.org), October 2020

SEMI publishes a monthly North American Billings report and issues 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. 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 more than 2,400 member companies and 1.3 million professionals worldwide to advance the technology and business of electronics design and manufacturing. SEMI members are responsible for the innovations in materials, design, equipment, software, devices, and services that enable smarter, faster, more powerful, and more affordable electronic products. Electronic System Design Alliance (ESD Alliance), FlexTech, the Fab Owners Alliance (FOA) and the MEMS & Sensors Industry Group (MSIG) are SEMI Strategic Technology Communities, defined communities within SEMI focused on specific technologies. Visit www.semi.org to learn more, contact one of our worldwide offices, and connect with SEMI on LinkedIn and Twitter.

Association Contact

Michael Hall/SEMI
Phone: 1.408.943.7988
Email: mhall@semi.org

Notes

Next SEMI Billings report is November 19, 2020 at 3:00pm Pacific.

For information on SEAJ Billings Express Report, visit www.seaj.or.jp.