How sad to see serious drop down at 2009 where we saw lots of fab closure in US and EU. Still economic downturn is not gone from chip industry. During 2010 and 2011 we had/ll have more payment of fabs but not before long time they can effect on capacity.
But the last graph is kind of not relevant in my point of view. We have increasing solar panel need, with assigned fab capacity in return, so where are the invested shares of intel, nxp, st and far east companies?