UPDATE 1-North American chip-gear orders rise 62 pct in July

miércoles 19 de agosto de 2009 00:19 CEST

 Aug 18 (Reuters) - North American manufacturers of
equipment used to make semiconductors reported $569.7 million
in orders in July, up 62 percent from the previous month,
reflecting a gradual recovery in demand for products such as
mobiles and personal computers.
 The book-to-bill ratio was 1.06 in July, meaning that $106
worth of orders were received for every $100 of product
shipped, Semiconductor Equipment and Materials International
said in a preliminary report.
 The ratio is watched as an indicator of the demand pipeline
for the industry, as well as for hints about chip capacity and
whether the $300 billion semiconductor sector could be headed
for a glut.
 July billings were $538.0 million, just over 22 percent up
from June, and about 50 percent less than a year ago.
 "The increases in both bookings and billings reported by
North American equipment manufacturers boosted the book-to-bill
ratio above parity for the first time since January, 2007,"
SEMI Chief Executive Stanley Myers said in a statement.
 "Even with that improvement, however, bookings remain
significantly below year-ago figures," he added.
 U.S. chip equipment makers include Applied Materials Inc
(AMAT.O: Cotización), the world's biggest, testing tools firm KLA Tencor
Corp (KLAC.O: Cotización), circuitry-etching tools company Lam Research
Corp (LRCX.O: Cotización) and Novellus Systems Inc (NVLS.O: Cotización), which
specializes in preparing the surface of a silicon wafer before
circuits are laid down.
 The SEMI book-to-bill is a ratio of three-month moving
averages of worldwide bookings and billings for North
America-based chip-equipment makers.
 The data contained in the report was compiled by David
Powell Inc, an independent financial services firm, without
audit, from data submitted directly by the participants.
            Billings       Bookings        Book-to-Bill
  (Three-month avg) (Three-month avg) Jan 2009         584.2
       277.2          0.47 Feb 2009         525.5          
258.4          0.49 March 2009       438.3           245.6     
 0.56 April 2009       385.7           249.0          0.65
May 2009         392.6           287.8          0.73 June
2009(final) 440.5           351.7          0.80 July
2009(prelim)538.0           569.7          1.06
 *Source: SEMI August 2009
 Billings and bookings figures in millions of U.S. dollars
 (Reporting by Bijoy Koyitty in Bangalore; Editing by Maju