At a recent webcast SEMI said that 2013 equipment spending growth is 0% and capacity addition has slowed from 6% down to 3% in 2013. They talked about the roller coaster and argued that because of the high revenue expectations the fab spending growth rate has a chance to be also positive. This seems to fit: slower capacity additions and high revenue expectation lead to more equipment spending.
Let's just hope that economy works out as well
Replay available now: A handful of emerging network technologies are competing to be the preferred wide-area connection for the Internet of Things. All claim lower costs and power use than cellular but none have wide deployment yet. Listen in as proponents of leading contenders make their case to be the metro or national IoT network of the future. Rick Merritt, EE Times Silicon Valley Bureau Chief, moderators this discussion. Join in and ask his guests questions.