Global semiconductor sales reached $14.4 billion in September 2003, a 6.5 percent increase from the $13.6 billion in revenue reported in August 2003. September's performance, the strongest percentage change since 1990, propelled quarterly revenue to $43.3 billion, a 17.5 percent increase over the third quarter of 2002, and a 13.7 percent sequential rise over the second quarter of 2003.
Personal computers, 30 percent of the end-market, drove growth in the third quarter — producing a 33.2 percent rise in DRAMs and a 23.9 percent boost in microprocessors. Flash grew 27.2 percent, and digital signal processors were up 20.3 percent.
In the September quarter, sales in Asia Pacific rose 19.1 percent; Europe was up 12.0 percent; Japan up 11.0 percent; and the Americas 8.6 percent over the July quarter of this year.
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The three-month average of worldwide bookings in September 2003 was $760.5 million. This booking figure is 4 percent above the revised August 2003 level of $732 million, and 8.5 percent below the $832 million in orders posted in August 2002.
The three-month average of worldwide billings in September 2003 was $803.5 million. This billing figure is slightly above the revised August 2003 level of $792 million, and 23 percent below the September 2002 billings level of $1.04 billion.
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