This was not unexpected, per the SEMI spokesman’s previous release in September. The ratio bumped up a teeny, but bookings declined, and bookings are the important one. Here is the entire report.
“Both bookings and billings trended slightly lower in the September three-month average compared to August,” said Denny McGuirk, president and CEO of SEMI. “While year-to-date billings through the first three quarters are above 2014 billings, uncertainty with semiconductor demand has dampened expectations with capex plans in the near-term.”
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