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yalanand
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re: Photomask market to grow 7% in 2012, SEMI says
yalanand   5/3/2012 7:23:01 AM
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Just wondering if the Japanese share of 24% will fall even further in coming days because more and more companies would want to move out of Japan after the tragedy that unfolded in 2011?

chanj0
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re: Photomask market to grow 7% in 2012, SEMI says
chanj0   5/2/2012 6:12:57 PM
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Photomask market is tied to foundry market. As more and more fabless companies work with Taiwan foundries, the increase of photmask market share of Taiwan companies is far from a surprise. The question is if a large chunk of fabrication is going to China, will the photomask business go to China as well? Would Intel shift the curve as it joins the foundry business?



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