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Equipment Spending Up: 19 New Fabs and Lines to Start Construction

SAN JOSE, Calif. ─ June 9, 2016 ─ Today SEMI announced that 19 new fabs and lines are forecasted to begin construction in 2016 and 2017, according to the latest update of the SEMI World Fab Forecast report. While semiconductor fab equipment spending is off to a slow start in 2016, it is expected to gain momentum through the end of the year. For 2016, 1.5 percent growth over 2015 is expected while 13 percent growth is forecast in 2017.............................

http://www.semi.org/en/en/equipment-spen...nstruction
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North American Semiconductor Equipment Industry Posts May 2016 Book-to-Bill Ratio of 1.09

SAN JOSE, Calif. — June 16, 2016 — North America-based manufacturers of semiconductor equipment posted $1.75 billion in orders worldwide in May 2016 (three-month average basis) and a book-to-bill ratio of 1.09, according to the May Equipment Market Data Subscription (EMDS) Book-to-Bill Report published today by SEMI.  A book-to-bill of 1.09 means that $109 worth of orders were received for every $100 of product billed for the month.

SEMI reports that the three-month average of worldwide bookings in May 2016 was $1.75 billion. The bookings figure is 9.6 percent higher than the final April 2016 level of $1.60 billion, and is 13.1 percent higher than the May 2015 order level of $1.55 billion.

The three-month average of worldwide billings in May 2016 was $1.60 billion. The billings figure is 9.6 percent higher than the final April 2016 level of $1.46 billion, and is 2.8 percent higher than the May 2015 billings level of $1.56 billion.

"Bookings and billings for new semiconductor equipment continue to improve,” said Denny McGuirk, president and CEO of SEMI. "The data are consistent with higher spending expectations for the second half of the year.".........................................

http://www.semi.org/en/north-american-se...-ratio-109
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In the space of five years, it looks like 450mm manufacturing has become surplus to current requirements
28 June 2016
http://www.newelectronics.co.uk/electron...ts/142682/
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Global Semiconductor Sales Up Slightly in May
SALES INCREASE 0.4 PERCENT COMPARED TO APRIL, DECREASE 7.7 PERCENT YEAR-TO-YEAR
Published Tuesday, July 5, 2016 4:30 pm
by Dan Rosso
http://www.semiconductors.org/news/2016/...ly_in_may/
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IC Insights Lowers Its 2016 Semiconductor Market Forecast to -1% 
Weak global economy and poor DRAM market to drag down growth this year. 
07 July 2016, by IC Insights.
http://www.icinsights.com/data/articles/...ts/893.pdf
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Foundry Capacity Investment Led by Taiwan and China
By Clark Tseng, Industry Research & Statistics, SEMI
05 July 2016

http://www.semi.org/en/foundry-capacity-...nd-china-0
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North American Semiconductor Equipment Industry Posts June 2016 Book-to-Bill Ratio of 1.00

SAN JOSE, Calif. — July 21, 2016 — North America-based manufacturers of semiconductor equipment posted $1.71 billion in orders worldwide in June 2016 (three-month average basis) and a book-to-bill ratio of 1.00, according to the June Equipment Market Data Subscription (EMDS) Book-to-Bill Report published today by SEMI.  

A book-to-bill of 1.00 means that $100 worth of orders were received for every $100 of product billed for the month.

SEMI reports that the three-month average of worldwide bookings in June 2016 was $1.71 billion. The bookings figure is 2.1 percent lower than the final May 2016 level of $1.75 billion, and is 12.9 percent higher than the June 2015 order level of $1.52 billion.

The three-month average of worldwide billings in June 2016 was $1.71 billion. The billings figure is 7.0 percent higher than the final May 2016 level of $1.60 billion, and is 10.2 percent higher than the June 2015 billings level of $1.55 billion.

"Although order activity slowed for the most recent month," said Denny McGuirk, president and CEO of SEMI. "Billings activity for equipment companies based in North America are at their highest level since February 2011."............................................

http://www.semi.org/en/north-american-se...-ratio-100
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Gartner Says Worldwide Semiconductor Capital Spending to Decline 0.7 Percent in 2016
STAMFORD, Conn., July 21, 2016
http://www.gartner.com/newsroom/id/3385417
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International Technology Roadmap for Semiconductors examines next 15 years of chip innovation
http://electroiq.com/blog/2016/07/intern...nnovation/
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5 Takeaways From Semicon
What were the hot topics at the annual event?
JULY 21ST, 2016 - BY: MARK LAPEDUS
http://semiengineering.com/5-takeaways-from-semicon/
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Huge 2H16 Spending Surge Expected From Samsung, TSMC, and Intel
Combined outlays from the “Big 3” spenders is forecast to almost double in 2H16 over 1H16! 
03 Aug 2015
By IC Insights
http://www.icinsights.com/data/articles/...ts/898.pdf
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3) For FY2016: DPS = 5.00 cents is likely if 1H2016 performance could be at least be maintained in 2H2016; DPS = 6.0 cents would require better 2H2016 performance compared to 1H2016.   
4) Hopefully, things would improve in 2H2016, will see………..
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AMAT reported results for its third quarter ending 31 July 2016.
 
For 3Q2016, SSG’s net sales, new orders and backlog was 13%, 13% and 21% respectively higher compared to 2Q2016.
 
The strong performance of AMAT’s 3Q2016 results is “inconsistent” with UMS’s 2Q2016 results, as demand for SSG’s foundry products (which Endura fall under) remain flat – however new orders for SSG’s foundry products has increased to ~USD 1,262 m in 3Q2016 from ~USD 452 m in 2Q2016. This may translate into better second half performance for UMS.........
 
SSG : Revenue (USD million):
1Q2014 = 1,484
2Q2014 = 1,584
3Q2014 = 1,476
4Q2014 = 1,434  (FY2014 = 5,978)
1Q2015 = 1,446
2Q2015 = 1,560
3Q2015 = 1.635
4Q2015 = 1,494  (FY2015 = 6,135)
1Q2016 = 1,373 
2Q2016 = 1,587 
3Q2016 = 1,786 (+13%)
 
SSG : New Orders (USD million)
1Q2014 = 1,569
2Q2014 = 1,664
3Q2014 = 1,565
4Q2014 = 1,334   (FY2014 = 6,132)
1Q2015 = 1,426
2Q2015 = 1,704
3Q2015 = 2,007
4Q2015 = 1,444   (FY2015 = 6,581)
1Q2016 = 1,275  
2Q2016 = 1,966 
3Q2016 = 2,215 (+13%)
 
New orders (3Q2016) = 2,215 m
Foundry (57%) ~ 1,262 m
DRAM
 (14%) ~ 310 m
Flash (15%) ~ 332 m

Logic and other (14%) ~ 310 m 
 
New orders (2Q2016) = 1,966 m
Foundry (23%) = 452 m
DRAM
 (17%) = 334 m
Flash (49%) = 963 m

Logic and other (11%) = 216 m
 
SSG : Backlog (USD million)
1Q2014 = 1,366
2Q2014 = 1,452
3Q2014 = 1,515
4Q2014 = 1,401
1Q2015 = 1,362
2Q2015 = 1,473
3Q2015 = 1,767
4Q2015 = 1,727
1Q2016 = 1,586
2Q2016 = 2,043
3Q2016 = 2,475 (+21%)
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