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Off-season For Semiconductor comes
Date: 2014-01-02
SEMI noted that North American semiconductor equipment factory in August of three months average order amount is $ 1.06 billion (approximately NT $ 31.8 billion yuan), compared with July's $ 1.21 billion (approximately NT $ 36.3 billion yuan) decreased by 11.9%, than last year's $ 1.09 billion (NT $ 32.7 billion yuan) a small decrease of 2.7%. SEMI said North American semiconductor equipment manufacturers for August shipments of three average monthly amount of $ 1.08 billion (approximately NT $ 32.4 billion yuan), month fell 10.1% over the past year of $ 1.33 billion (approximately NT $ 39.9 billion million) decline of 18.7%.SEMI Taiwan cum Southeast Terry Tsao, president, said that although the fourth quarter is likely to slow investment in some manufacturers, but the foundry and flash memory supplier end of this year and next year is still a key driver of investment.Legal representation, semiconductor manufacturers in August revenues, generally speaking few bright spots, it is worth noting that TSMC August sales record high, according to the previous law and said he would look at the performance of Outlook, September revenues should also maintain close to a new high level, showing that enhance the overall mobile device specifications, the 28-nanometer process foundry robust demand.Although TSMC also said that the fourth quarter will be the last inventory adjustments, but estimates range less than one percent. Overall, next year 20-nanometer production carve out, the process is expected to TSMC continued to hold the leading position in the short term, although the off-season effect on the share price pushed up negative, but in the long run, the growth momentum TSMC clear recommendations can take advantage of off-season comes just low layout.What is a B / B value: semiconductor equipment book to bill ratio is an important indicator of semiconductors observed.
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