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Companies like Veeco and Aixtron are well-positioned for the surging demand in new power semiconductor technology.
Judging by semiconductor revenues, current 2011 projections may be understated.
Flip chips are in high demand for consumer products such as mobile phones, digital cameras and MP3 players.
Applied Materials/AKT, the only major non-Japanese manufacturer of equipment, moved up from fourth in 2009 to second in 2010.
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.
China appears to be going about dominating the solar industry in the same way it has with rare elements.
Despite Applied Materials' tempered growth expectations, The Information Network anticipates positive growth in the chip sector in the next four to six months.
The Obama administration needs to counteract China's domination of the solar cell industry.
The acquisition of Varian Semiconductor will enable Applied Materials to re-enter the Ion Implantation business.
The 165 billion LEDs shipping in 2011 is fueling niche markets for equipment.