“Semiconductor equipment billings for North American headquartered equipment manufacturers increased for the fourth month in a row and are 42% higher than the same month last year,” says SEMI CEO Ajit Manocha, “the strength of this cycle continues to be driven by Memory and Foundry manufacturers as the industry invests in 3D NAND and other leading-edge technologies.”

The last six months billings figures are: December $1,869.8, January $1,859.4 p, February $1,974.0, March $2,079.7, April $2,136.4, May $2,273.0.