SEMI Announces November North American Book-to-Bill of .82


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North American Semiconductor Equipment Industry Posts NOVEMBER 2007 Book-to-Bill Ratio of 0.82

SAN JOSE, Calif. – December 20, 2007 – North American-based manufacturers of semiconductor equipment posted $1.15 billion in orders in November 2007 (three-month average basis) and a book-to-bill ratio of 0.82 according to the November 2007 Book-to-Bill Report published today by SEMI. A book-to-bill of 0.82 means that $82 worth of orders were received for every $100 of product billed for the month.

The three-month average of worldwide bookings in November 2007 was $1.15 billion. The bookings figure is about two percent less than the final October 2007 level of $1.18 billion and about 19 percent less than the $1.43 billion in orders posted in November 2006.

The three-month average of worldwide billings in November 2007 was $1.39 billion. The billings figure is about six percent less than the final October 2007 level of $1.48 billion and about six percent less than the November 2006 billings level of $1.49 billion.

"November orders are 19 percent below one year ago, and at levels last reported in late 2005,” said Stanley T. Myers, president and CEO of SEMI. “Semiconductor manufacturers have added a tremendous amount of 300 mm capacity over the past year. This, combined with the overall booking trends, indicates that investments will slow in the near-term, which is consistent with concerns about the economy as a whole.”

The SEMI book-to-bill is a ratio of three-month moving averages of worldwide bookings and billings for North American-based semiconductor equipment manufacturers. Billings and bookings figures are in millions of U.S. dollars.

 

Billings

(Three-month avg.)

Bookings

(Three-month avg.)

Book-to-Bill

June 2007

1,768.1

1,607.6

0.91

July 2007

1,685.8

1,406.3

0.83

August 2007

1,682.3

1,371.2

0.82

September 2007

1,557.4

1,235.0

0.79

October 2007 (final)

1,477.5

1,176.9

0.80

November 2007 (prelim.)

1,393.9

1,149.5

0.82

Source: SEMI December 2007

The data contained in this release was compiled by David Powell, Inc., an independent financial services firm, without audit, from data submitted directly by the participants. SEMI and David Powell, Inc. assume no responsibility for the accuracy of the underlying data.

The data are contained in a monthly Book-to-Bill Report published by SEMI. The report tracks billings and bookings worldwide of North American-headquartered manufacturers of equipment used to manufacture semiconductor devices, not billings and bookings of the chips themselves.

SEMI is the global industry association serving the manufacturing supply chains for the microelectronic, display and photovoltaic industries. SEMI member companies are the engine of the future, enabling smarter, faster and more economical products that improve our lives. Since 1970, SEMI has been committed to helping members grow more profitably, create new markets and meet common industry challenges. SEMI maintains offices in Austin, Beijing, Brussels, Hsinchu, Moscow, San Jose, Seoul, Shanghai, Singapore, Tokyo, and Washington, D.C. For more information, visit www.semi.org.

Association Contacts

Dan Tracy/SEMI
Tel: 1.408.943.7987
E-mail: dtracy@semi.org

Scott Smith/SEMI
Tel: 1.408.943.7957
E-mail: ssmith@semi.org

Editors Note:

The December 2007 SEMI Book-to-Bill Report is scheduled for publication on January 17, 2008; 3:00 p.m. PDT (subject to change).

Independently from SEMI, The Semiconductor Equipment Association of Japan (SEAJ) releases its July Book-to-Bill Report on approximately the same date. The SEAJ Book-to-Bill Report tracks billings and bookings worldwide of Japanese-headquartered semiconductor equipment manufacturers. For more information on the SEAJ data, visit www.seaj.or.jp

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