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Next-Gen Power Chips Poised to Explode

By Robert N. Castellano, Senior Contributor

Companies like Veeco and Aixtron are well-positioned for the surging demand in new power semiconductor technology.

08:02AM 11/17/11

A Better Forecast for Semis Growth

By Robert N. Castellano, Senior Contributor

Judging by semiconductor revenues, current 2011 projections may be understated.

08:56AM 10/11/11

Flip Chip Sales: Robust Forecast

By Robert N. Castellano, Senior Contributor

Flip chips are in high demand for consumer products such as mobile phones, digital cameras and MP3 players.

01:04PM 07/21/11

Applied Materials Takes No. 2 Spot in LCD Equipment Sales

By Robert N. Castellano, Senior Contributor

Applied Materials/AKT, the only major non-Japanese manufacturer of equipment, moved up from fourth in 2009 to second in 2010.

11:54AM 07/05/11

Is Trouble Brewing for Solar Equipment Manufacturers?

By Robert N. Castellano, Senior Contributor

China-based first-tier solar firms plan to expand total annual capacity by 40GW in 2011, but global demand for solar cells this year might only be around 15GW.

09:26AM 06/15/11

China's Solar Strategy Has Eerie Similarities

By Robert N. Castellano, Senior Contributor

China appears to be going about dominating the solar industry in the same way it has with rare elements.

02:35PM 06/02/11

Don't Count Out Applied or Chip Market

By Robert N. Castellano, Senior Contributor

Despite Applied Materials' tempered growth expectations, The Information Network anticipates positive growth in the chip sector in the next four to six months.

12:20PM 05/25/11

Solar Cell Wake-up Call

By Robert N. Castellano, Senior Contributor

The Obama administration needs to counteract China's domination of the solar cell industry.

12:31PM 05/18/11

Applied Materials Strengthens Dominance With Varian Deal

By Robert N. Castellano, Senior Contributor

The acquisition of Varian Semiconductor will enable Applied Materials to re-enter the Ion Implantation business.

10:19AM 05/05/11

LED Niche Markets Heating Up

By Robert N. Castellano, Senior Contributor

The 165 billion LEDs shipping in 2011 is fueling niche markets for equipment.

04:33PM 04/19/11

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