The semiconductor industry is also affected by terminal weak demand, supply chain inventory correction this year, to meet the arrival of 2012, the market is expected to take effect upon completion of the new wave of equipment inventory kinetic energy in supply chain,the first quarter will be down at the end of time; Daiwa Securities make with the view for semiconductors DRAM groups in the latest report, that the mobile device push up demand for high-end process equipment industry will be the performance of the spindle next year, while the price of DRAM is expected to have the opportunity to meet rebound situation after the first quarter of next year .As to performance of semiconductor devices next year, Daiwa Securities think that, while TSMC and Intel and other manufacturers are likely to reduce capital expenditures,it is estimated capital spending of semiconductor manufaturers will reduce 9% compared with this year,however, continued strong demand for mobile devices will drive up the demand for semiconductors new process, for example, the expenditures of 28 nanometer, 32 nanometer are expected to be higher than original rate from Daiwa Securities,in addition, capital expenditure of Samsung in LSI process will be the most positive, encouraging its overall capital expenditure scale.On the other hand, the recent financial crisis in Elpida also led reshuffle speculation of DRAM, Daiwa Securities also pointed out in the latest report, PC supply chain inventory has been reduced a lot, but under the influence of Thailand flooding and demand uncertainty, the chance that DRAM used in PC prices to rebound is not high, it is estimated to have a chance to appear prices rebound at the first quarter of next year. |
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Capital Spending Of Semiconductor Will Be Reduced