Question-and-Answer Session
Operator
Our first question comes from Bill Ong - American Technology Research.
Bill Ong - American Technology Research
If you had 100% Etch market share right now, what would your current business mix be between memory, logic and foundry? When do you think you can close that gap to be more properly balanced with global Etch spending?
Steve Newberry
If we had 100% Etch market share?
Bill Ong - American Technology Research
Yes. What I meant is that you're definitely very skewed towards memory. So if you actually had evenly balanced spending within the Etch market, what would the mix be?
Steve Newberry
Memory is about 52% of total wafer fab equipment spending, I think foundry is about 20%, microprocessors about 12%, and then general purpose logic and analog would be the remainder.
Martin Anstice
Bill, I would probably add something here. I think in the transition from 90- to 65-nanometer, one of the things we try to emphasize pretty consistently here is that the sensitivity and bias to spending levels dissipates some. We are, we believe, greater than 50% share in memory, greater than 50% in general purpose logic, and greater than 50% share in foundry, and that's a headline at 65 that's obviously slightly different than the headline at 90-nanometers.
Operator
Our next question is from Gary Hsueh - CIBC World Markets.
Gary Hsueh - CIBC World Markets
Steve, did I hear you correctly, you said shipments up 10% to 15% quarter over quarter in June due to some of the smoothing in the memory business?
Steve Newberry
That's correct.
Gary Hsueh - CIBC World Markets
Relative to your prior guidance taking the mid-point of March, you're basically falling short in terms of shipments in June by roughly around $65 million. I don't know if you talk about orders. I know you don't, but are those orders basically pushed or are you getting this longer visibility on orders? What's driving that push out in terms of shipments? That roughly $65 million I would have expected you to see in June? Because I frankly think that fundamentals of memory remain intact, like you said.
Steve Newberry
Yes, I think it is not an order environment issue. If we look at where we were in January and if you look at the broad range of memory suppliers whether they're first tier or second tier, we had many of those companies requesting deliveries in the June quarter. Over the last four to six weeks a number of those companies for a variety of reasons have come back and some of them have said, well, actually we want it in July/August instead of May/June.
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