2009 Semiconductor Capex: Are We Headed for a Shortage?

Phoenix, Arizona August 11, 2009 - In 2009, capital spending is down 35% from 2008. Semico expects spending to rebound significantly in 2010 as projects that have been on hold get the green light. A beneficiary of this increased spending will be the 200mm used equipment market, which will see higher demand coming from this recovery. “We’re halfway through the third quarter, and we’ve already seen increased capex projections from a number of companies,” stated Adrienne Downey, Director of Technology Research. “Despite this turnaround, we think it may not be enough to prevent spot shortages in 2010.” Semico Research has just released a new report titled, 2009 Semiconductor Capex: Are We Headed for a Shortage? This timely report addresses the consequences of the severe cutbacks in capital spending seen over the past year and a half in the semiconductor industry. Economic conditions are improving, but will manufacturers be able to keep up when demand peaks? At twenty pages long, this report contains 10 tables and 7 figures. This study includes market shares for 2007-2008, capital spending trends for 2008-2010, top 20 semiconductor vendors’ capex, top foundries’ capex, a look at new fabs that are being built, and what is needed as wafer demand recovers. This study is available for immediate delivery. For a table of contents or to order 2009 Semiconductor Capex: Are We Headed for a Shortage?, contact us at jfeldhan@semico.com or 602-997-0337. About Semico Technology manufacturers, vendors, service providers, technology professionals and market specialists worldwide utilize Semico’s experienced staff and in-depth research to support critical business, product and technology decisions. Semico’s vision is derived from both a deep technology understanding and comprehensive research, which examines each segment of the supply chain for each market. Regular and ongoing end-user demand and primary research surveys are the foundation of the analysis, enabling Semico to provide insightful market analysis and guidance on future market opportunities. Semico is a strategic partner with leading technology companies, with access to an extensive worldwide electronic network, technology databases and expert personnel. Semico was founded in 1994 by a group of semiconductor industry experts and has offices in Phoenix, California, New York, Japan and Taiwan. Semico Research Corp. www.semico.com