2011 SMC Update: Dan Tracy, SEMI

Dan Tracy, Senior Director,

Industry Research and Statistics, SEMI: "SEMI Materials Outlook"

 

Semi market growth will be modest, 6 & 5%, 2011 & 2012; < 5% growth in capex spending in 2011 & 2012, hit 12% of total Semi revenue; 8 & 9% growth in fab capacity in 2011 & 2012, led by Memory & Foundry; 50% increase in msi of silicon by 2012; PR chemicals 7 ancillaries growth will be 10% yty through 2012; materials spending growth expected about 5% yty through 2012; Japan is leading materials market, Taiwan surpassed NA; packaging materials will grow 3.5% 2011, 1.7% in 2012.