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Technology Stocks : Semi Equipment Analysis
SOXX 304.92-0.1%4:00 PM EST
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To: FJB who wrote (61157)8/20/2013 10:54:33 AM
From: Donald Wennerstrom3 Recommendations

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FJB
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The Ox

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LED Equipment Spending on Track for a 2014 Rebound

http://www.semi.org/en/node/46491?id=sgurow0813t

<<The LED industry is working through its over-capacity problems and will renew capital spending and capacity increases in 2014. According to the SEMI Opto/LED Fab Forecast quarterly on HB-LED front-end fabs, 2014 LED wafer fab equipment spending will rise 17 percent to nearly $1.2 billion in 2014, following a 30 percent decline this year and 45 percent decline in 2012. Equipment spending trends also reveal a new era in the LED industry as equipment spending now is concentrated among the industry leaders, and aspiring survivors, rather than widely distributed among new entrants to the industry or new technologies.>>


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