Question-and-Answer Session
Operator
Our first question will come from Gary Hsueh - CIBC World Markets.
Gary Hsueh - CIBC World Markets
Rick, any of the strength in orders coming to the high end of guidance for the December quarter that you see? Any of that underpinned by delayed payment terms? Are you seeing a little bit more of that?
Rick Hill
I don't see any more strength to the delayed terms, but I do see the fact that PC demand remains strong, as we have anticipated. It is quickly depleting DRAM inventories. There are several companies who are still investing in anticipation of a depleting DRAM market. Flash remains very, very strong. Foundries are at high levels of utilization and are beginning to add small increments of capacity. I think those are the major drivers.
Gary Hsueh - CIBC World Markets
In terms of delayed payments, if you could quantify it, no meaningful part of shipments or accounts receivable right now due to delayed or deferred payment terms on equipment yet? Is that right?
Rick Hill
We don't go into that level, but nothing comes to mind.
Bill Kurtz
Our DSO, you may recall last quarter, did come down and we're expecting a similar result for this quarter. No noticeable change in our DSO for the quarter.
Operator
Our next question comes from Brett Hodess - Merrill Lynch.
Brett Hodess - Merrill Lynch
Rick, I am wondering if you can talk a little bit about the NAND and DRAM companies at this point that are ordering? How much of it is ongoing with their plans and are you starting to see some benefit from some of your new products now as they move to copper and some of your new PECVD hard mask product and whatnot?
Rick Hill
I think that we definitely are seeing some strength in our new products as they are continuing to try to drive down their costs. But I think it is more strategic and their anticipation of what the market is going to do going forward. Again, we're more heavily exposed in some areas of this market than we are in others and I think that is also a factor in the benefit.
Operator
Your next question comes from Harlan Sur - Morgan Stanley.
Harlan Sur - Morgan Stanley
I am wondering what you're picking up in terms Asia’s view on the growth prospects next year for the semiconductor industry, and then your current view on the CapEx outlook for next year?
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