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Firm sees capex downturn in 2011

9/7/2010 06:20 PM EDT
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nicolas.mokhoff
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re: Firm sees capex downturn in 2011
nicolas.mokhoff   9/7/2010 8:21:42 PM
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An end of August release of World Fab Forecast indicates a 133 percent increase in equipment spending for front end fabs this year and about 18 percent growth in 2011. This is based on projects tracked including construction projects and equipment spending for high volume, smaller capacity, MEMS, and Discrete, including LED, fabs. Read the full article here: http://www.semi.org/en/MarketInfo/EquipmentMarket/ctr_040085?id=sguna0910

pixies
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re: Firm sees capex downturn in 2011
pixies   9/7/2010 8:39:49 PM
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I wonder if Obama's new CapEx tax write-off plan is going to have some impact on this down-turn.

mark.lapedus
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re: Firm sees capex downturn in 2011
mark.lapedus   9/8/2010 1:14:27 AM
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Here's what VLSI Research said: ''Meanwhile, equipment suppliers arenít seeing any negative changes in their business, yet. Novellus tightened its Q3 guidance last week by raising the bottom end of the companyís guidance range $10M. They expect Q3 revenues of $345M to $365M, compared to a previous estimate of $335M to $365M. Despite the warning, Samsung said that itís planning to up their total capex 15% in 2011 to about 30 trillion won. So there is plenty of momentum on the equipment side as we approach 2011. However, this could unwind quickly if end-demand deteriorates further.''

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