Although in March global semiconductor sales have a year-on-year growth of 1% for two consecutive months, and semiconductor equipment book-to-bill (Book-to-Bill) maintained at a healthy level; however, based on the global chip sales continued to be weak, prompting market participants reiterated that "in the field of semiconductor "rating。 The Semiconductor Industry Association (SIA) announced that global chip sales in March rose by 1% year-on-year to $ 23.5 billion, the second consecutive month moderate growth. Area, from sales in Asia continued to improve year-on-year growth of 7%, as Europe is flat. However, sales in the United States and Japan, respectively, year-on-year decrease of 2% and 18%. Overall, global semiconductor sales in the first quarter of 2013 are lack of power-on-year growth of only 2%, lower than the World Semiconductor Trade Statistics (WSTS) organization predicted 4% increase, but the expected growth in the second half will be relatively strong. The United States and the Asia-Pacific region are filled with good news, sales growth by 4% and 8%, respectively; Europe and Japan fell 2% and 16%, respectively, year-on-year. March book-to-bill ratio continued to be encouraging (Book-to-Bill), maintained at more than 1.1 times the level for three consecutive months. According to the Semiconductor Equipment and Materials International (SEMI) , climbed 6% of the orders on a monthly basis to grow beyond shipment growth rate of 3%, but year-on-year comparison was between 21-23% decline.Compared to a year ago, orders and shipping rates in the first quarter of this year narrowed by 17% and 24%, although the book-to-bill ratio increased to 1.1 times from 1 times. However, RHB Research Analyst believes that the current semiconductor equipment orders held steady, due to the field in May 2012 to December saw a significant drop in demand trend.However, analysts still view the field of semiconductor with cautious, still a lack of power as a result of the current global chip sales, although many industry materials will have a better performance in the second half. Analyst noted that the visibility of the semiconductor field period is very short, not exceeding one quarter of the time.In this area generally there are better performance in the second half of the year, whether quarterly or monthly basis for comparison, which is subject to seasonal effects, and will therefore continue to monitor the potential rebound trend. Meanwhile, analysts maintain Ma Pacific (MPI, 3867, the motherboard tech stocks) and Unisem (UNISEM, 5005, the motherboard technology stocks) "and" rating, reasonable price of 2.66 ringgit and 0.98 ringgit.
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