
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

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
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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