Applied Materials retained the top spot of semiconductor equipment
suppliers, according to the 2007 rankings by revenue from VLSI
Research. Tokyo Electron and ASML remained in second and third spots
respectively, the sixth consecutive year all three leading suppliers
retained their positions, according to the market research firm.
Read more >>
Aquest Systems is planning to open a dedicated 20,000 square foot
demonstration center in Taichung, Taiwan to enable the start-up fab
automation specialist to showcase its next-generation hi-volume AMHS
solutions for 300mm fabs.
Read more >>
Gartner has made a downward revision to its semiconductor market
growth expectations for 2008, citing worsening macro-economic
conditions in North America and continued oversupply conditions in both
NAND and DRAM. The market research firm is now projecting growth of
only 3.4 percent in 2008, compared with its previous forecast of 6.2
percent at the end of 2007.
Read more >>
The Semiconductor Industry Association (SIA) has said that worldwide
sales of semiconductors in January were $21.5 billion, just 0.03
percent higher than January 2007, and that sales would have been 8.1
percent above last year’s figure if memory devices had been excluded
from the figures.
Read more >>
Gartner has reduced its NAND flash growth forecast by half for 2008
due to oversupply conditions in a softening market that is not expected
to relent until the third quarter of 2008. Gartner’s previous
projection showed close to 30 percent growth for the NAND market in
2008 but the market research firm now believes that a worse than
expected pricing environment will cut growth levels to less than 15
percent for the year.
Asyst Technologies has said that an unsolicited offer had been
rejected by its board of directors for all shares in the company. Asyst
said that Gores Group and Aquest Systems’ offer was inadequate and
significantly undervalued the company.
Read more >>
SanDisk executives revealed detailed capital expenditure plans
through 2010 at the company’s annual financial analysts day, held on
February 26th. SanDisk is the joint manufacturing partner of Toshiba
for NAND flash memory. Despite an ASP decline of 60 percent in each of
the last two years, SanDisk is projecting its own share of the capital
equipment burden to increase sequentially, reaching a peak of $3
billion in 2009.
Read more >>
The former founder and CEO of Asyst Technologies Mihir Parikh is a
notable inclusion in a signed letter, proposing a fast takeover of
Asyst, backed by The Gores Group, LLC. Parikh is currently President
and CEO of Aquest Systems, an AMHS start-up and potential rival to
Asyst.
Read more >>