Equipment Spending Growth to Resume in 2009.... Maybe.	The current financial crisis should have a negative effect on chip sales for the remainder of the year…
SEMICON Europa 08 - Semiconductor Equipment/Materials Outlook	Presented at the Market Brief session at SEMICON Europa 2008.
End of a Drought? 2009 Capex Spending Up…more 300 mm Projects	In times of drought, a time when companies make no profit and even lose money, many companies reduce their spending and increase utilization of equipment they already have.
SEMICON Taiwan 08 - Semiconductor Equipment/Materials Outlook	Presented at SEMICON Taiwan ’08 highlighting the trends in the semiconductor equipment and materials market.
Despite the Gloom, Taiwan to See a Big Turnaround in 2009	Taiwan is expected to experience the largest decline this year with a forecasted contraction of 37% this year. However, Taiwan will experience the strongest rebound in 2009.
SEMICON West 08 - Semiconductor Equipment/Materials Outlook	Presented at SEMICON WEST ’08 highlighting the trends in the semiconductor equipment and materials market.
Photomask Market - Expect 26% Growth by 2010	The photomask market, supplied by both merchant and captive mask shops, is the second largest wafer fabrication materials market behind silicon.
Silicon Reclaim Wafer Market is expected to grow 27% by 2010	The worldwide reclaim wafer market is estimated at $679 million in 2007 and forecasted to reach $859 million in 2010. Growth is driven by 300 mm, which maintains higher average selling prices on a square inch basis.
SEMICON Singapore 08 - Materials Market Outlook	Presented at SEMICON Singapore ’08 highlighting the market trends in the semiconductor equipment and materials market.
Interactive Map: Southeast Asia's Front end Fabs	Southeast Asia is a region to closely monitor. Although its growth will not be as aggressive as its Greater Asian counterparts, it will continue to make significant strides into the semiconductor equipment materials market. The new fab activities in this region will increase the momentum for greater fab capacity in Southeast Asia.
2007 - What s Year for the Industry!	Even though it may have not felt like it, 2007 was the best year ever for the semiconductor equipment and materials industry. Perhaps the lack of fanfare can be attributed to the fact that this record year is the result of strength in both the equipment and materials markets, not supernormal growth of equipment.
SEMICON China 08 - Materials Market Outlook	Dan Tracy, senior director, presented at the China Semiconductor Materials International Conference held during SEMICON China.
Overseas Equipment Fuels China’s Capacity Growth Rate	China's fab capacity growth has been facilitated by capacity transfer. This refers to capacity added through the acquisition or transfer of used equipment from overseas, as opposed to capacity added through new equipment purchase.
What a Roller Coaster! Fab Capex—2008 Down, 2009 Up	After a cycle with positive growth rates for capex for the device makers, we are facing now a huge slow down in 2008. But the next upward cycle is in sight, so memory makers must accelerate capex to gain momentum for a big market to come. Check out who is driving this and why.
China’s Fabs will Increase R&D Money to Chase the Trend	To compete on a global scale, Chinese fabs are increasing their R&D budgets. By 2010, the R&D spending-to-sales ratio is projected to reach about 10%. While the percentage is lower than Intel and TSMC, it demonstrates a more serious R&D commitment by the fabs in China.
SEMICON Korea 08 - Semiconductor Equipment/Materials Outlook	Dan Tracy provides an insight on the semiconductor equipment and materials market at the SEMICON Korea in February 2008.
Strategic Materials Conference '08 - Packaging Materials Forecast	Dan Tracy provided a Packaging Materials Forecast at the Strategic Materials Conference (SMC) at Half Moon Bay, CA on January 18th, 2008.
The Excitement Continues in South Korea, but after a Slight Speed Bump	The Korean semiconductor equipment and materials market continues to produce more and more innovative products. After a slight speed bump, growth will continue in the area of semiconductor equipment and materials ...
Japan Continues to Spend Big on Semiconductor Equipment	Japan’s economy is rebounding from difficulties in the late nineties and the early 2000s. On the semiconductor equipment front, Japan has been the spending leader for the last five years.
Packaging Materials: Market Challenges and Opportunities	Materials content is increasing in advanced packaging, with materials being critical in delivering the performance and reliability requirements demanded of electronic packaging.
A Glimpse into the European Semiconductor/Emerging Technology Industries	European companies continue to diversify and grow in the area of integrated circuits, photovoltaic, and MEMS. Faced with tough competition from other regions, Europe does have a strong R&D infrastructure and, therefore, potential for additional revenue and market share.
Presentation: A Few Years of Sustained Growth!	The demand for semiconductors has never been greater with this year forecasted to be the fifth consecutive record breaking year for device shipments. This insatiable demand for chips is driving both the semiconductor equipment and materials industries. While the materials industry recovered in 2004 along with the device industry the equipment industry still has not exceeded the peak set in 2000.
A Glimpse into the Taiwan Semiconductor Equipment and Materials Market	Companies in Taiwan have emerged as global leaders in the semiconductor industry. These companies have significantly helped Taiwan excel in this important industry. Given its leadership position and on-going investments, strong growth is expected in both the semiconductor equipment and materials markets in Taiwan over the next several years.
Despite falling prices for memory chips. Companies spend big time!	Companies gamble on increase in demand for DRAM and Flash. Has the industry entered into another period of irrational exuberance? Who are the major players driving capex and why?
How Flash and DRAM are spicing up the industry	2007 predicts to be in the low single digits but 2008 may grow to double digits while Flash JVs such as Intel and ST Microelectronics are stirring up the industry. Who has the stomach for it and who has not?