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Article: Historic Downturn Dominates, Hopes Emerge.(semiconductor industry strategy symposium )(Conference news)
- Article from:
- Semiconductor International
- Article date:
- March 1, 2009
- Author:
CopyrightCOPYRIGHT 2009 Reed Business Information, Inc. (US). This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Alexander E. Braun, Senior Editor, and David Lammers, News Editor
Speakers at the 2009 SEMI Industry Strategy Symposium (ISS) said an economic recovery may come late this year, with early glimmers coming in the second quarter. Equipment revenues will fall to ~$30B this year, rebounding to ~$42B next year and ~$52B in 2011, according to a prediction by Dan Hutcheson, CEO of VLSI Research Inc. (Santa Clara, Calif.).
Reducing capacity in the memory sector will be key to any recovery. VLSI Research estimates the NAND flash market was $11.9B in 2008, which Hutcheson said is "hardly enough to support two $6B megafabs. The R&D picture is even uglier. It costs ...