SEMI ISS – Snapshot of a Wild Ride – Other Coverage

February 2, 2012

Michael Splinter (Applied Materials) - Relative industry cost improvements and volumes.

I hope that my summaries of the first day of SEMI Industry Strategy Symposium (ISS) 2012 in

provided useful insights to the economic roller coaster that is the semiconductor market and its equipment and material supply chain. There have also been several good reports Read the rest of this entry »


SEMI ISS – Snapshot of a Wild Ride – Session 2

January 25, 2012

After a gloomy first session focused on world economics at SEMI Industry Strategy Symposium (ISS) 2012, Session 2 – Semiconductor Markets was significantly more upbeat.

Stephen G. Newberry (Vice Chairman of the Board,  Lam Research Corporation) started off with a way forward in Read the rest of this entry »


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