SEMI estimates solar equipment bookings hit a 5-quarter low in Q2, with their book-to-bill ratio...
SEMI estimates solar equipment bookings hit a 5-quarter low in Q2, with their book-to-bill ratio falling to 0.88. Applied Materials (AMAT), which reported a huge decline in solar orders in August, is unlikely to dispute these numbers. Solar module vendors are hoping the lower capex reflected in these figures will help end an ongoing price war.
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