MILPITAS, CA — North America-based semiconductor equipment manufacturers posted $3.72 billion in billings worldwide in September, according to SEMI, up 35.5% year-over-year and 1.7% sequentially.

TAIPEI – Contract prices of NAND flash products are expected to undergo a marginal drop of 0-5% sequentially in the fourth quarter as demand slows, according to TrendForce. The current cyclical upturn in NAND flash prices will have lasted only two consecutive quarters.