Global demand growth in orders for the first chip exceeded the volume of orders

According to the latest foreign media reports, the global chip manufacturing equipment orders in February increased by nearly 6% compared with the previous month, which is nearly two years, the chip industry orders for the first time exceeded shipments.

According to the international semiconductor equipment and Materials Association, in February, the total amount of orders for chip manufacturing equipment reached $1 billion 300 million, compared to $1 billion 230 million in total orders in January.

A recent survey showed that in February the chip industry shipments ratio of 1.01, that is to say, in February every $100 worth of products received orders worth $101. This is also the first shipment since 2004, the ratio of more than 1 a month for the first time in more than. A single shipment ratio of more than 1 is generally considered to be a signal of future product sales. January shipments ratio was 0.97.

President of the international semiconductor equipment and Materials Association Stanley Mels (Stanley Myers) said in a statement: "the last quarter increased orders and shipments have shown that the industry is a healthy development, this is mainly due to some companies continue to increase investment in technology and production capacity."

Previously, there are reports that the semiconductor equipment industry has shown a positive momentum of development. On Tuesday, the industry research firm IC Insights also raised its 2006 semiconductor industry capital investment expectations. The company said that this year's capital investment in the semiconductor industry will increase by 10%, before the company expects the growth rate of 4%.

IC Insights company said that in 2006, the total investment capital of the chip industry will reach $50 billion 400 million, which is since 2000 the industry invested $60 billion 300 million investment in more than and 2 years.

The report argues that increased investment will not lead to overcapacity in the entire chip industry. However, the report warned that some areas of the chip industry, especially in the field of flash memory may be too much equipment to produce excess risk. The report said: "with the Intel / IM Flash micron joint venture companies and some other new competitive enterprises continue to increase investment, at the same time such as Samsung and Toshiba/SanDisk and other companies are also actively expand investment, by the end of 2006 or early 2007, flash field may face the risk of oversupply."