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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST

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From: FJB3/29/2011 6:28:15 PM
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ASML gains in fab tool rankings
Mark LaPedus

3/29/2011 2:44 PM EDT

SAN JOSE, Calif. - VLSI Research Inc. has released the 2010 rankings for the leading wafer fab equipment (WFE) suppliers.

Applied Materials Inc. was still in the top spot. ASML Holding NV moved up to second, surpassing Tokyo Electron Ltd. (TEL), which was in third, according to the firm.

Lam Research Corp. took fourth position, followed by KLA-Tencor, DNS, Novellus, Varian, Nikon and Hitachi High-Technologies, according to the firm.

Both ASML and Lam Research grew systems sales by over 200 percent, according to the firm. Varian Semiconductor moved up to eighth position in 2010, growing 187 percent.

Overall, the top 10 WFE suppliers grew over 140 percent, a stunning recovery from the 2008 and 2009 recession.“Wafer fab equipment suppliers grew at record rates and profitability in 2010,” said Risto Puhakka, President of VLSI Research, in a statement. “The 2010 results present an industry wide recovery from the recession, well beyond general expectations at the beginning 2010.”

eetimes.com

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