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| Focus on: Market Update August 22, 2008 |
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Dear Subscriber,
The 2008 downturn is proving to be fairly severe for wafer fab equipment vendors, while materials suppliers see fairly robust business as unit volumes continue to increase. In fact, despite continuing problems in the memory sector, including flash, the semiconductor vendors are continuing to grow revenues overall. The 2008 downturn may be remembered for a burst in mergers and acquisitions, reflecting an overall consolidation in the semiconductor industry. Companies such as Applied Materials, KLA-Tencor and Dow Chemical have gone on the prowl for companies to buy. With market valuations fairly low, it appears to be a good time to buy established equipment and materials suppliers to get ready for the inevitable upturn coming next year or in 2010. For these and other stories regarding the state of the industry, visit our Business/Market Technology Channel:
www.semiconductor.net/business
David Lammers, NewsEditor
david.lammers@reedbusiness.com
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| This Week's Top Stories... |
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Most Viewed Articles for the Week of August 18, 2008, 2008
There were multiple research announcements this week that our readers couldn't get enough of. IBM announced a working 22 nm SRAM cell; Dow Corning introduced a TIM for use in Intel's latest mobile processor; Hitachi Global researchers, along with the U. of Wisconsin, applied a self-assembly approach to reduce write times for NIL templates; and Cornell researchers developed metals that self-assemble into nanostructures. Rounding out the week's Top 5 stories was a world record set in solar cell efficiency. More
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Orders for Semi Equipment at Lowest Level Since 2003
Ann Steffora Mutschler, Senior Editor — Electronic News, 8/20/2008
SEMI predicted that things will turn up next year. "Factory utilization levels, unit demand growth and planned fab projects suggest that new investment activity will resume in 2009," said Dan Tracy, senior director of industry research and statistics at SEMI. More
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Video-Game Market Semi Opportunities to Hit $12B in 2013
Suzanne Deffree, Managing Editor, News — Electronic News, 8/21/2008
The served available market for semiconductors in the video-game market will grow from $7.5B in 2008 to more than $12B by 2013, according to Databeans. The research included ARM-based processors, flash memory, battery management and analog wireless transceivers. More
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iSuppli to NAND Market: Don't Count on Second-Half Revenue Growth
Suzanne Deffree, Managing Editor, News — Electronic News, 8/19/2008
"The flash industry is abuzz with talk about solid-state drives (SSDs) and other emerging applications that could drive new NAND demand," said Nam Hyung Kim, chief analyst and director at iSuppli. "However, none of these applications is expected to change the momentum of the NAND business anytime soon." More
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Displays Going Down, Solar Up at Applied
David Lammers, News Editor — Semiconductor International, 8/13/2008
Applied Materials Inc. executives gave a mixed picture for the coming months, with display equipment orders expected to decline by 75% in the current quarter. CEO Mike Splinter said the fiscal third quarter was "the bottom of the trough" for wafer fab equipment. More
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K&S to Acquire Orthodyne, Divest Wire Business
Business Wire, 7/31/2008
Kulicke & Soffa Industries entered into definitive agreements to acquire Orthodyne Electronics and sell the K&S wire business unit to W.C. Heraeus GmbH. More
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KLA-Tencor to Acquire Vistec Inspection Unit
Business Wire, 7/30/2008
KLA-Tencor announced that it has entered into an agreement to acquire the Microelectronic Inspection Equipment (MIE) business unit of Vistec Semiconductor Systems. More
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Entegris to Acquire Poco Graphite for $158M
PrimeNewswire, 7/14/2008
Entegris Inc. will acquire privately held Poco Graphite Inc. in an all-cash transaction valued at $158M. More
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Dow to Acquire Rohm and Haas in $19B Cash Deal
Ann Steffora Mutschler, Senior Editor — Electronic News, 7/10/2008
Marking what the Dow Chemical Co. said is a pivotal point in its transformation, the Midland, Mich.-based diversified chemical company said it will acquire Philadelphia-based semiconductor materials supplier Rohm and Haas for $78 per share in cash of Rohm and Haas's outstanding common stock, in a deal worth $18.8B. More
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Hedge Fund Challenges Asyst Technologies
Business Wire, 6/25/2008
Asyst Technologies Inc. said that it has received notice from Riley Investment Partners Master Fund LP, a hedge fund, that Riley intends to nominate six directors for election at the company's 2008 annual meeting in an attempt to gain control of Asyst's Board of Directors. More
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Axcelis, Sumitomo, TPG Capital Enter Confidentiality Agreement
PrimeNewswire, 6/6/2008
Axcelis Technologies Inc. said that it, Sumitomo Heavy Industries Ltd. and TPG Capital have entered into a confidentiality agreement with respect to merger discussions between the parties. More
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Views on News: M&A Activity Picks Up in Downturn's Dog Days
David Lammers, News Editor — Semiconductor International, 8/11/2008
Mergers and acquisitions activity has picked up in the semiconductor equipment and materials industry in the past few months. Two of the biggest remain up in the air — the Applied/Francisco Partners bid to acquire ASMI, and the Sumitomo Heavy Industries attempt to acquire Axcelis Technologies. Blog
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