Tuesday, July 6, 2004
Order rates for semiconductor equipment are expected to slow down despite a current surge of business, according to a recent report from Jefferies & Co.
"Over the past few weeks, we believe the order outlook at front-end equipment companies has improved," said an analyst with Jefferies & Co.
"Large orders from TSMC and Samsung appear to be driving the June/July bookings quarter for many companies. Order visibility is extending to Q4," the analyst said. "However, we continue to believe that the order pattern currently appears to be flattening later this year."
By: DocMemory
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