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Are we in a fab tool downturn?

10/28/2010 06:47 PM EDT
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RobDinsmore
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re: Are we in a fab tool downturn?
RobDinsmore   10/30/2010 2:08:27 PM
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I think we need a better metric to measure 2010 "growth" because comparing anything to it is going to make the industry look like it is dying in 2011.

wilber_xbox
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re: Are we in a fab tool downturn?
wilber_xbox   10/30/2010 11:08:12 AM
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most of the reports that i have read until now predict a weak growth in Q4 and slow growth in 2011 and 2012. most of the growth will be pushed by mobile, harddisk and tablet section. But comparing the tremendous growth of 2010 with coming yrs will be foolish.

the_floating_ gate
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re: Are we in a fab tool downturn?
the_floating_ gate   10/29/2010 4:30:46 AM
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''Novellus discussed cautious tone from customers and uncertain timing of both foundry and memory projects while we believe this is due to push-outs in the last week from TSMC (and) UMC,'' said C.J. Muse, an analyst with Barclays Capital, in a report. 1.) IOW Hill lied during the CC - is that what you are implying? Listen to the CC - yes the truth is boring 2.) Even in case 2011 capex is up compared to 2010 bookings need to come down - is this too hard to understand?

krisi
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re: Are we in a fab tool downturn?
krisi   10/28/2010 11:46:00 PM
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Every chip maker I talk to is turning pretty cautious...get ready for slowdown! Kris

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