The international semiconductor industry association (SEMI) yesterday (22) announced on June north American semiconductor equipment book-to-bill ratio (B/B value) is 1, slightly lower than 1.09 in May, but even the seven months remain above 1, on behalf of the semiconductor capital spending to maintain expansion.

Legal person thinks, at present the industrial trend is still up, even if the subsequent B/B value briefly fell below 1 July also need not too nervous, but if the next two months in a row B/B value below 1, to focus on 'diffusion is starting to change.

B/B value is one of the observation of semiconductor equipment cyclical fluctuation index, according to the SEMI, semiconductor equipment industry received June global order for $1.71 billion, is since this year, 2.1% less than in May, but increased 12.9%; Shipment in June at the same time, the amount is $1.71 billion, not only in 7%, increased 10.2%, is nearly five years high.

SEMI said that although June semiconductor equipment order kinetic energy compared to the may slightly slow, but the shipment amount is high since February 2011.

In terms of TSMC, capital expenditure this year from $9 billion to $10 billion, has been built for $9.5 billion to $10.5 billion. Intel capital spending this year, maintaining $9 billion to $10 billion. Semiconductor masters the advanced process of competition, and the subsequent equipment investment, is undoubtedly related equipment continuously supplements business opportunity.

Legal person, points out that although June B/B value may fell slightly, but the semiconductor industry boom is still maintaining growth trends, TSMC, qualcomm on subsequent operations such as semiconductor companies remain optimistic.