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
What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.