The outlook for U.S. semiconductor equipment is bright, and the BB rate hit a new high in June

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The outlook for U.S. semiconductor equipment is bright, and the BB rate hit a new high in June [Copy link]

According to the latest statistics released by the Semiconductor Equipment and Materials Industry Association (SEMI), the BB rate (ratio of shipments to orders) of US semiconductor equipment manufacturers rose from 1.11 in May to 1.14 in June this year. It means that US semiconductor equipment manufacturers received orders of 114 US dollars from the world for every 100 US dollars of products in June, which is a manifestation of the prosperity of the semiconductor industry. In contrast, the shipment and order ratio of Japanese semiconductor equipment manufacturers was higher in June this year, rising from 1.16 in May to 1.52.

The Semiconductor Equipment and Materials Industry Association said that in the US semiconductor equipment market, orders from around the world reached $1.75 billion in June this year, up 8% from $1.62 billion in May this year and up 68% from $1.04 billion in June last year. In June this year, the value of US semiconductor equipment manufacturers' product shipments was $1.53 billion, up 5% from $1.45 billion in May and up 33% from $1.15 billion in the same period last year.

Stanley T. Myers, president and CEO of the Semiconductor Equipment & Materials Association, said in a statement: "U.S. semiconductor equipment manufacturers saw an important increase in orders in the second quarter compared to the first quarter of this year. We are pleased to note that this is the highest level in the past seven months. We are confident that this year will be another year of strong growth for the semiconductor equipment manufacturing industry."

Despite the recent lively atmosphere at the Semiconductor West Forum, industry experts expect the growth rate of the semiconductor equipment and raw materials sectors to decline. Analysts warn that Intel, the world's largest computer chip maker, has once again cut its capital investment this year, which is an ominous sign for the semiconductor equipment manufacturing and raw materials industries.