The International Semiconductor Equipment and Materials Industry Association (SEMI) announced yesterday (20th) that the North American semiconductor device order book-to-bill ratio (B/B value) reached 0.98, which was the third consecutive month of growth. Approximation represents the expansion of the economy. 1. Although Japan experienced a strong earthquake in March, the semiconductor order amount has hit a new high this year and grew 10.8% from the same period of last year, indicating that the capital expenditure and expansion investment of the semiconductor industry are still stable.
SEMI announced yesterday that the North American semiconductor equipment B/B value reached 0.98 in April. The average order amount for the three months in April was $1.5983 billion, which was a slight increase of 1.1% from the revised $1.580 billion order amount in March, and still increased by 10.8% from $1.4425 billion in the same period of 2010.
In the shipment performance of semiconductor equipment, the average shipment amount for the three months in April was US$1.6302 billion, which was 1.6% lower than that revised in March, mainly due to the impact of the 311 earthquake in Japan, and some US equipment could not be successfully exported. The arrival of goods in Japan was 27.4% higher than the US$12794 million in the same period of last year.
According to Stanley Myers, president and CEO of SEMI Global, according to the latest North American semiconductor equipment order shipment ratio report, the average order amount in April maintained a stable and slight growth trend, but the shipment amount still declined slightly, making the B/B value remain moderate. Rise and begin to approach 1. The analysis based on the current level of equipment orders and shipments is in line with the progress of the investment plans of various semiconductor manufacturers. It is evident that the investment in the semiconductor industry still maintains stable growth.
This year, there are still many noises in the semiconductor market. For example, the chairman of Taiwan Semiconductor Manufacturing Co., Zhang Zhong, made a premise that the annual growth rate of the semiconductor market after deducting memory has dropped from 7% of the previous estimate to 4%, because of the earthquake in Japan, Including the European debt issue, as well as inflation issues in emerging market countries, etc., these will all slow the growth and recovery of the global economy as a whole.
However, as new killer applications such as smart phones and tablet PCs are sold more and more well, computer sales in emerging markets have become stronger, and cloud computing has driven the construction of servers, workstations, data centers, and backbones of basic networks. Analysts are optimistic about the growth momentum of the semiconductor market in the second half of the year.
Analysts believe that the B/B value of semiconductor equipment in North America has risen steadily. Looking at the capital expenditure budget of international semiconductor giants such as Intel, Samsung, and TSMC this year, the correction of the economic cycle of the equipment market has come to an end and the equipment market is expected to reach this year. After mid-year, it returned to the same hot market conditions as last year.
SEMI announced yesterday that the North American semiconductor equipment B/B value reached 0.98 in April. The average order amount for the three months in April was $1.5983 billion, which was a slight increase of 1.1% from the revised $1.580 billion order amount in March, and still increased by 10.8% from $1.4425 billion in the same period of 2010.
In the shipment performance of semiconductor equipment, the average shipment amount for the three months in April was US$1.6302 billion, which was 1.6% lower than that revised in March, mainly due to the impact of the 311 earthquake in Japan, and some US equipment could not be successfully exported. The arrival of goods in Japan was 27.4% higher than the US$12794 million in the same period of last year.
According to Stanley Myers, president and CEO of SEMI Global, according to the latest North American semiconductor equipment order shipment ratio report, the average order amount in April maintained a stable and slight growth trend, but the shipment amount still declined slightly, making the B/B value remain moderate. Rise and begin to approach 1. The analysis based on the current level of equipment orders and shipments is in line with the progress of the investment plans of various semiconductor manufacturers. It is evident that the investment in the semiconductor industry still maintains stable growth.
This year, there are still many noises in the semiconductor market. For example, the chairman of Taiwan Semiconductor Manufacturing Co., Zhang Zhong, made a premise that the annual growth rate of the semiconductor market after deducting memory has dropped from 7% of the previous estimate to 4%, because of the earthquake in Japan, Including the European debt issue, as well as inflation issues in emerging market countries, etc., these will all slow the growth and recovery of the global economy as a whole.
However, as new killer applications such as smart phones and tablet PCs are sold more and more well, computer sales in emerging markets have become stronger, and cloud computing has driven the construction of servers, workstations, data centers, and backbones of basic networks. Analysts are optimistic about the growth momentum of the semiconductor market in the second half of the year.
Analysts believe that the B/B value of semiconductor equipment in North America has risen steadily. Looking at the capital expenditure budget of international semiconductor giants such as Intel, Samsung, and TSMC this year, the correction of the economic cycle of the equipment market has come to an end and the equipment market is expected to reach this year. After mid-year, it returned to the same hot market conditions as last year.
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