Chip-Equipment Firms Upbeat on Early 2012

1. novital 1 december 2011 21:40

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   Chip-Equipment Firms Upbeat on Early 2012
   Credit Suisse says the sector expects orders and shipment strength.
   
   Credit Suisse
   We hosted presentations from Applied Materials, Lam Research and ASML Holding in the semi-cap space, and Cree in the light-emitting-diode space at the Credit Suisse Annual Technology conference in Phoenix.
   Managements sounded incrementally more positive on near-term business trends, and expect first-half 2012 orders and shipment strength. ASML (ticker: ASML) noted that lithography order trends have improved in the last few weeks -- driven by foundry (Samsung/Taiwan Semiconductor Manufacturing (TSM)) and multiple NAND customers (we suspect Samsung, Toshiba).
   
   online.barrons.com/article/SB50001424...
2. novital 2 december 2011 17:43

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   Credit Suisse blijft bullish ten aanzien van ASML
   
   The Two Best Data-Deposition Stocks
   Credit Suisse's top sector picks are KLA-Tencor and Teradyne.
   
   We remain bullish on semiconductor-capital equipment.
   Our top picks [in data deposition] remain KLA-Tencor (ticker: KLAC) and Teradyne (TER), followed by Novellus Systems (NVLS), ASML Holding (ASML), Amkor Technology (AMKR) and Lam Research (LRCX).
   
   ...
   
   online.barrons.com/article/SB50001424...
   
3. novital 6 december 2011 14:06

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   Chip-equipment maker Novellus bevestigt zijn markt-verbeterings vooruitzichten voor het 4e kwartaal.
   
   Hieruit:
   
   "The company also said its expected quarter-to-quarter increase in bookings will be at the high end of the previously set range of up 10% to 30%, now expected to be up 20% to up 30% from Q3's level."
   
   en:
   
   "Update: On the conference call this afternoon with analysts, Novellus CEO Rick Hill said that the semiconductor equipment business is improving since that October report."
   
   blogs.barrons.com/techtraderdaily/201...
   
   
4. novital 7 december 2011 15:01

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   SEMI ( net als de SBNS bank ) ziet het allemaal wat minder in 2012. Dat zal dan waarschijnlijk ook gelden voor ASML.
   
   Fab tool spending projected to decline in 2012
   Dylan McGrath 12/6/2011 1:12 AM EST
   SAN FRANCISCO—Worldwide sales of new semiconductor manufacturing equipment are set to grow 4.7 percent in 2011, but forecast to decrease by roughly 10.8 percent next year before returning to growth in 2013, according to the fab tool vendor trade group SEMI.
   
   SEMI (San Jose, Calif.) projects that sales of new semiconductor equipment will reach $41.8 billion in 2011, following a 151 percent market increase in 2011. Equipment revenues of $41.8 billion are roughly equivalent with 2007 investment levels, SEMI said during the annual Semicon Japan exposition near Tokyo.
   
   "Given the exceptional growth in the market from 2009 to 2010, the lower growth rate in 2011 is expected, not surprising," said Denny McGuirk, SEMI's president and CEO, in a statement. "The industry experiences highly cyclical markets, with the rebound likely to occur in 2013."
   
   Wafer processing equipment, the largest product segment by dollar value, is expected to increase 9.3 percent in 2011 to almost $32.7 billion, SEMI said. The forecast predicts that the market for assembly and packaging equipment will decline by 12.5 percent to $3.4 billion in 2011. The market for semiconductor test equipment is forecasted to decline by 10.3 percent, reaching $3.7 billion this year, according to the forecast.
   
   Growth is expected in four regions in 2011— Europe (66.9 percent increase over 2010), North America (53.0 percent), Japan (31.2 percent), and China (2.3 percent), SEMI said. In 2011, North America will be the largest market for equipment with sales of $8.8 billion, followed by Taiwan ($8.1 billion), South Korea ($8 billion) and Japan ($5.8 billion), SEMI said. Taiwan, South Korea, and the Rest of World region experienced contraction of sales this year, SEMI said.
   
   In 2012, only South Korea is expected to have positive growth (7.5 percent). In 2013, the market is expected to rebound for all regions except South Korea, due to high growth in 2012, SEMI said.
   
   www.eetimes.com/electronics-news/4231...
   
5. novital 8 december 2011 15:54

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   Gartner verwacht een stijging in de chip verkoop.
   
   MARKET PULSE Archives
   
   Chip sales to grow 2.2% in 2012: Gartner
   By Benjamin Pimentel
   SAN FRANCISCO (MarketWatch) - Worldwide chip sales are expected to total $309 billion in 2012, up 2.2% from this year and below earlier expectations, Gartner Inc. said Thursday. Gartner previously expected semiconductor revenue to grow 4.6% next year. Research Vice President Bryan Lewis said the industry is expected to feel the impact of the economic worries in Europe and the "the high degree of uncertainty impacting spending by both consumers and enterprises."
   
   www.marketwatch.com/story/chip-sales-...
   
   
6. [verwijderd] 19 december 2011 14:08

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