Somebody Tell Mike Splinter There’s A Slowdown Coming
Applied’s Splinter confident about industry spend in 2007, has no plan for 18 inches
Mike Splinter, CEO of Applied Materials, said on October 9 he is confident about the capital expenditure (capex) of the global semiconductor industry in 2007; he also indicated the company has no plan to develop 18-inch wafer production.Estimating high-single-digit percentage growth for global semiconductor-industry capex in 2006, Splinter is highly confident about industry capex in 2007, while being especially optimistic on rising investments from Taiwan-based memory houses.
Global semiconductor capex will exceed US$50 billion in 2007, up from US$47.3 billion in 2006, sources said.
Electronic News: Silicon foundry leader Taiwan Semiconductor Manufacturing Corp. Ltd. has seen a slowdown in sales for September, mirroring the experience of its smaller rival, United Microelectronics Corp. (UMC).
Of course, the Mike Splinter called the bottom of the last slowdown for about 8 consecutive quarters, so what should we expect?
Disclosure: William Trent has a long position in SMH.
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