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Electronic information

Applied Materials CEO: Semiconductor yet steady recovery

In Electronic Infomation Category: R | on May   2, 2011

6 Yue 5 news, the semiconductor equipment maker Applied Materials and 74LVC125AD datasheet and president of panel Michael Shibinlinte (Mike Splinter) last (4) at this newspaper visit, said the semiconductor and 74LVC125AD price and TFT-LCD factory utilization recovery equipment needs have been bottoming out, but the demand for semiconductors mainly from China, Europe and 74LVC125AD suppliers and the United States replies yet, have not seen signs of recovery in the market economy and stability. Panel due to the Chinese home appliances market driven TV replacement tide, grow more fundamental strength. As for the solar cell market, short-term probably will continue to struggle.

Semiconductor plants earlier this year over last year and production capacity constraints, market inventory drawdown, the rapid increase utilization of the firms, but Shibinlinte pointed out that before the semiconductor industry is not profitable, is still there will be expansion moves, only for the 40-nanometer manufacturing process and other advanced equipment needs, so the operation of equipment manufacturers still can not see signs of improvement this year. He estimates that the global wafer fab equipment spending this year will range from 80 to 11,000,000,000 U.S. dollars, representing a sharp decline last year, 54-67 percent, is the worst in recent ten years time.

However, Shibinlinte on the LCD panel industry more optimistic view. He said that although the panel also benefit from Chinas home appliances, China has become an important sales market for panels, and promote the local demand from CRT TV to switch to LCD, but more so the growing strength of the fundamentals. The increased utilization of panel makers in the second half is expected to turn around, should begin before the end of the procurement on behalf of the line equipment for expansion of 8.5.

Part of the solar cells, Shibinlinte that the solar market by the Spanish and other European countries to cut subsidies program impact, coupled with global economic downturn, fear of the continual fall short, this is not have much room to grow, will have to wait until next year, a significant recovery, while the use of solar and other alternative energy sources is an important policy of all countries, there is still a very good long term growth.

In addition, Applied Materials will enter the LED device market in the second half, Shibinlinte that LCD TV and computer screens using LED as backlight source is the future trend, because now carry LED was still low, the future growth of this market will be a great space.

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