Circuits Assembly Online Magazine - SE Asia Gains Not Enough to Boost Semiconductor Gear Bookings

SAN JOSE — The 90-day moving average worldwide semiconductor manufacturing equipment bookings fell 7% year-over-year to $8.7 billion in the third quarter.

Worldwide bookings fell 14% sequentially, according to the SEMI and Semiconductor Equipment Association of Japan trade groups, based on reports from more than 100 global equipment companies.

Billings rose 9% over last year and 3% sequentially to $9.6 billion.

A 78% year-over-year gain in China was not enough to offset sharp declines in Europe and North America.

The quarterly billings data by region in billions of U.S. dollars, quarter-over-quarter growth and year-over-year rates by region are as follows:

3Q2015	2Q2015	3Q2014	3Q15/2Q15 (QoQ)	3Q15/3Q14 (YoY)
Taiwan	2.85	2.34	2.30	22%	24%
China	1.70	1.04	0.96	63%	78%
Korea	1.56	2.00	1.00	-22%	56%
Japan	1.43	1.40	1.10	2%	30%
North America	1.18	1.55	2.16	-23%	-45%
Rest of World	0.58	0.53	0.64	9%	-10%
Europe	0.34	0.52	0.66	-36%	-49%
Total	9.64	9.39	8.82	3%	9%