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Robert Castellano
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Dr. Robert N. Castellano, president of The Information Network (http://www.theinformationnet.com/), received a Ph.D. degree in solid state chemistry from Oxford University (England). He has had ten years experience in the field of wafer fabrication at AT&T Bell Laboratories and Stanford... More
My company:
The Information Network
My blog:
theinformationnet.com
My book:
Blessed
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  • Competition for Market Share Intense in Semiconductor Chemicals and Materials Sectors

     

    Semiconductor chemicals and materials market leaders are holding onto razor thin leadership positions, and exchange rates can play a big part, according to the report “The Global Market for Equipment and Materials for IC Manufacturing,” recently published by The Information Network, a New Tripoli, PA-based market research company.

     

    Market share differences between the top two leaders in four major chemical and material sectors is less than 2.1%. In three out of the four sectors, the top leaders are in different countries, so that swings in exchange rates will readily tip the scale.  Coincidently a strong dollar will make U.S. goods more expensive to foreign purchasers.

     

     


    Tags: APD, HON, OMG
    Jun 22 9:35 PM | Link | Comment!
  • The Great Recession Over for the Semiconductor Equipment Industry in October 2009

     

    The semiconductor equipment market will begin its recovery by October 2009 based on proprietary leading indicators, according to the report “The Global Market for Equipment and Materials for IC Manufacturing,” recently published by The Information Network, a New Tripoli, PA-based market research company.

    These proprietary leading indicators, which determine inflection points in economic activity and which The Information Network utilizes to show turning points in semiconductor equipment sales have turned positive, indicating that an upturn in equipment sales will begin by October. The Information Network has been using these indicators since 2000 and they have proven to be highly quantitative metrics in every forecast the company has given, and in nearly every given year the company has not had to change its forecast midstream.  

    The Information Network predicts the semiconductor equipment industry will drop 33% through 2009, but will rebound 15% in 2010 and grow an astounding 44% in 2011.


    Objective, concrete evidence comes from the positive activity in The Information Network's proprietary leading indicators in the U.S.  Both its long and short indicators turned up in late 2008, pointing to a business recovery cycle and giving visibility that the days of the recession are numbered. 


    As I successfully predicted in my SeekingAlpha article of May 27 that Mainland China’s cross-straits investment in Taiwan will help the island country to survive the global crisis and at the same time help fix its own IC market, Taiwan has now reversed its stance and is considering allowing 300mm fabs in China. These actions will spur the equipment market in China, which has historically been utilizing refurbished 200mm equipment in its fabs.

     As the recession eases, companies and consumers will unleash pent-up demand and make the electronic purchases driving the semiconductor market, which has already turned positive.

    For SEMI and CHINA sections

    Jun 09 9:02 AM | Link | Comment!
  • LIGHT AT THE END OF THE TUNNEL FOR SEMICONDUCTOR EQUIPMENT AS PROPRIETARY LEADING INDICATORS FINALLY TURN UP

     

    Leading indicators from twenty-eight percent of countries in our database turned up in February, signaling an upturn in business cycles that will ultimately translate to an upturn in semiconductor equipment purchases, according to the reportThe Global Market for Equipment and Materials for IC Manufacturing,” recently published by The Information Network, a New Tripoli, PA-based market research company.

     

    The company's proprietary leading indicators, which determine inflection points in economic activity and which we utilize to show turning points in semiconductor equipment sales five months out, turned positive in eight of 29 countries we track.

     

    On a global basis, which more accurately correlates with equipment purchases, The Information Network anticipates that business cycles for another 10 countries will turn up next month, giving a clearer picture of when the inflection point for semiconductor equipment sales will occur.

     

    The Information Network has been using these indicators since 2000 and they have proven to be highly quantitative metrics in every forecast given by the company, and in nearly every given year the company has not had to change our forecast midstream.   

     

    Record low inventories while 300-mm fab utilization above 80% will necessitate the need for more equipment.

     

    disclosure: none

     

    Details of the report are on the company’s web site at www.theinformationnet.com

     

     

    Apr 13 9:22 PM | Link | Comment!
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