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
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.