Online information source for semiconductor professionals
VLSI Research up semiconductor equipment spending and IC forecast
Popular articles
â??Velocityâ?? the new buzzword in Intelâ??s PQS annual awards - 12 April 2012
Oberai discusses Magma’s move into solar PV yield management space - 29 August 2008
Applied Materials adds Jim Rogers to Board of Directors - 29 April 2008
TSMC honors suppliers at annual Supply Chain Management Forum - 03 December 2008
New Product: Applied Materials new EUV reticle etch system provides nanometer-level accuracy - 19 September 2011
Buoyed by Intel and Globalfoundries aggressive capital spending spree this year, VLSI Research has raised its forecast for equipment sales in 2011. Equipment sales are forecasted to grow 16% to US$55 billion, while CapEx could rise by 19%, should TSMC and second tier DRAM producers increase spending this year.According to the research firm, IC manufacturers are buoyed by an improving macroeconomic environment and a strong holiday season, making then more confident about their prospects for 2011.
The dramatic shift between laptops and tablet’s, is pushing demand for NAND flash memory, while DRAM demand wanes. A shortage of NAND could see increased spending on capacity expansions.
Citing, strong momentum across the electronic food chain, prompted VLSI Research to also raise its IC sales forecast. IC sales are projected to increase 8.1%, up from its previous forecast of 4.4% for 2011.