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Semiconductors – Industry Outlook

Zacks Market Commentaries (June 24th, 2009) Writes:
Semiconductor & Semi Equipment Begin a Slow March Back

On June 5th, the Semiconductor Industry Association (SIA) released its annual mid-year forecast projecting worldwide sales of $195.6 billion for 2009, a decline of 21.3% from sales of $248.6 billion in 2008. SIA projects that sales will begin to rebound in 2010, with year-on-year growth of 6.5 percent to $208.3 billion, followed by 6.5 percent growth in 2011 to $221.9 billion.

On June 1st, the SIA announced worldwide sales of semiconductors rose to $15.6 billion in April, an increase of 6.4% from March when sales were $14.7 billion, the Semiconductor Industry Association (SIA) reported today. April sales were 25% lower than April 2008 when sales were $20.9 billion.

SIA president George Scalise had some interesting comments:

"The better-than-expected 6.4% sequential increase in April sales was driven by moderate improvements in a number of end-demand drivers and inventory replenishment...[T]he PC market -- a major consumer

...

Semiconductors – Zacks Analyst Interviews

Zacks Market Commentaries (June 24th, 2009) Writes:
Semiconductor & Semi Equipment Begin a Slow March Back

On June 5th, the Semiconductor Industry Association (SIA) released its annual mid-year forecast projecting worldwide sales of $195.6 billion for 2009, a decline of 21.3% from sales of $248.6 billion in 2008. SIA projects that sales will begin to rebound in 2010, with year-on-year growth of 6.5 percent to $208.3 billion, followed by 6.5 percent growth in 2011 to $221.9 billion.

On June 1st, the SIA announced worldwide sales of semiconductors rose to $15.6 billion in April, an increase of 6.4% from March when sales were $14.7 billion, the Semiconductor Industry Association (SIA) reported today. April sales were 25% lower than April 2008 when sales were $20.9 billion.

SIA president George Scalise had some interesting comments:

"The better-than-expected 6.4% sequential increase in April sales was driven by moderate improvements in a number of end-demand drivers and inventory replenishment...[T]he PC market -- a major consumer

...

SEMI Book-to-Bill Improves – Analyst Blog

Zacks Market Commentaries (June 9th, 2009) Writes:
Semi equipment book-to-bill continues trend of improvement North America-based manufacturers of semiconductor equipment posted $253 million in orders in April 2009 (on a three-month average basis) and a book-to-bill ratio of 0.65 according to the April 2009 Book-to-Bill Report published today by SEMI. A book-to-bill of 0.65 means that $65 worth of orders were received for every $100 of product billed for the month.The three-month average of worldwide bookings in April 2009 was $253 million. The bookings figure is three percent greater than the final March 2009 level of $245.6 million, and about 77 percent less than the $1.09 billion in orders posted in April 2008.The three-month average of worldwide billings in April 2009 was $389.9 million. The billings figure is 11 percent less than the final March 2009 level of $438.3 million, and about 71 percent less than the April 2008 billings ...

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