Capex and WFE Outlook: Interesting Times Ahead
ABSTRACT
As the semiconductor equipment market returns to growth mode following a cyclical downturn, the next cycle will not be business as usual. External forces are gathering on the horizon which will create opportunities for those who can anticipate and manage a challenging environment
BIOGRAPHY
Bob Johnson is a VP Analyst in Gartner's Emerging Technology and Trends Research organization, where he is part of the Semiconductor and Electronics Manufacturing team. He is responsible for research and analysis of market trends in the semiconductor and electronics manufacturing area with specific focus on industry long term trends and is the lead analyst for coverage of semiconductor capital spending and wafer fab equipment markets.
Mr. Johnson utilizes his over 40 years of experience in the Semiconductor Equipment industry to evaluate current trends in light of industry history and how that will impact future performance.