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geekmaster
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re: Fab tool demand on the decline
geekmaster   10/3/2012 4:39:40 PM
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I recently heard SEMI saying that fab equipment is revised from -5% to -7% for 2012 and for 2013 from 17% to 13%. Still quite optimistic for 2013 but in sink with revenue predictions.

PV-Geek
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re: Fab tool demand on the decline
PV-Geek   10/2/2012 9:34:53 PM
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I think there is another factor at play too. Equipment spending is heavily influenced by migration to newer technology nodes. Since fewer and fewer fabs are migrating to the more advanced nodes, due to complexity and cost, there are fewer technology migrations to drive equipment spending. Even if you argue that the fewer fabs will need to buy more equipment to cover the demand, it will at least induce more fluctuation in the spending as the process migration will be more sporatic with fewer players to even out the averages.



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