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Market News

SAN JOSE – Worldwide sales of semiconductors for the second quarter were $51.7 billion, up 17% sequentially, the Semiconductor Industry Association reported today.

TEMPE, AZ – New orders for manufactured products jumped in July, carrying production along for the ride, according to the latest data from the Institute for Supply Management.

YAVNE, ISRAEL – Orbotech Ltd. reported second-quarter revenue slipped 11% from last year to $94 million, but managed to climb 2% from $91.9 million last quarter.

TAIPEI, TAIWAN – September is going to be a busy month as notebook makers are reporting fully booked capacity, says DigiTimes.

According to DigiTimes, Quanta Computer expects third-quarter shipments at 10 million, with sequential growth at nearly 26%. Compal Electronics forecasts a 14% increase with 9 million units shipped.

Inventec should see just over 6 million units shipped with 16% to 17% sequential growth, while Wistron is forecast for 13% growth and 7 million units shipped.

August shipments should also see increases, as some orders will need to be brought forward to lessen September’s production load.

BANNOCKBURN, IL – North American PWB shipments in June decreased 29% year-over-year, and orders fell 15.1%, says IPC.

TAIPEI, TAIWAN – Copper foil makers in Taiwan expect prices to increase 2% to 3% in August as the average price of copper continues to set records, reports DigiTimes.