Semiconductor Equipment and Materials Industry Association (SEMI) yesterday (22) announced in June the North American semiconductor equipment book to bill ratio (B / B value) by May rose 1.00 1.09 seven-month highs on board, and continuous in a more than nine months, revealed the continued expansion of the semiconductor boom. B / B value is an important indicator of the semiconductor boom observation, based on the amount of orders shipped by dividing the amount of future climate reflects manufacturers judgment. B / B value is greater than 1, the representatives of the manufacturers orders well, optimistic about the future economy, capital spending tends to be positive; B / B value below 1, reflecting the decline in manufacturers orders, attitudes increasingly conservative. April and May this year, B / B value, although still a top firm, but are showing decline, the market was worried that the industry has repeated orders doubts. However, SEMI Semiconductor announced in June the North American B / B value rose to 1.09, meaning that $ 100 per sale product, it has received new orders worth $ 109.The semiconductor industry, said, B / B value rose again, showing promising semiconductor plant in the third quarter the economy, capital spending turned positive. Including TSMC, PTI semiconductor industry indicators are hold a positive view of the economy in the second half, all the way to full production capacity, TSMC is expected by the end of this year, revenue will continue this season highs; Power tech orders are also optimistic about the situation, it is expected in the second half the results will be better than the first half. Legal expectations, ASE, SPIL, UMC and other industry, will debut in France, said in the next meeting, released a positive message. SEMI analysis, the global semiconductor equipment growth momentum mainly from the foundry, logic IC manufacturers continue to increase 20 nanometer process technology investments, plant expansion or upgrading memory chip manufacturing process, as well as packaging and testing plant massive amplification of flip chip package, Crystal Yuan Zhi Jing bumps and packaging capacity and so on. SEMI pointed out that Taiwan is pushing up the value of the global semiconductor devices continues to grow locomotive, mainly due to TSMC maintained in the past three years from 8500 to 9700 million U.S. dollars (about NT $ 2,550 million to $ 2,910 million) of high capital expenditures. Legal representation, reflecting the boom in equipment spending is a precursor trend indicators, after the global semiconductor equipment market has experienced two consecutive years of recession in 2012, 2013, SEMI optimistic expectations today, next year will maintain double-digit growth for two consecutive years, is always fairly rare phenomenon , revealed a strong recovery in the semiconductor force. |
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