The advent of the semiconductor equipment market integration of – 915nm Diode La
Wall Street Journal (WSJ) visit to Applied Materials (AppliedMaterials) CEO MikeSplinter that the semiconductor equipment industry merger wave approaching, the semiconductor equipment industry needs to maintain growth through the integration and speed.
In October 2009 the end of the fiscal year, Applied Materials has more than 2.2 billion U.S. dollars in total cash and short-term investments, silver bullet sufficient material may be a more acquisitions Semitool bigger size of the investment, should be material in 2009 to 3.64 100 million U.S. dollars acquisition of Semitool. Splinter also said, however, larger acquisitions, the higher the integration degree of difficulty.
Splinter join the semiconductor industry for 40 years, since 2003, served as the post should be executive material. Splinter that chip industry investment for manufacturing equipment remain very cautious, for starting the global economic recovery and the procurement of PC and server business is not ready.
According to Gartner's forecast, in 2010 the amount of the global semiconductor capital equipment investment is expected to 29.4 billion U.S. dollars, the annual growth rate of 76%.
Applied Materials has been to enter the field of solar energy equipment, but its launch SunFab thin film solar panel equipment has been criticized because of thin film solar panel price was low, but relatively low efficiency of conventional polysilicon panels. According to Splinter said, solar materials sector to be about half of the income from polysilicon panel equipment.
In the last quarter, the solar energy is the only material losses should the department, Splinter that 2010 is expected to achieve breakeven.
View, according to analysts, because the mainland into the solar panel manufacturers to market low-cost solar panel industry is facing the pressure of oversupply. Applied Materials has set up R & D centers in China, and chief technology officer (ChiefTechnologyOfficer) MarkPinto has R & D center sits the mainland.
Because the U.S. high tax rates, coupled with low labor costs overseas, reward program, the U.S. technology companies increase incentives to move overseas, Splinter think Obama administration (ObamaAdministration) for U.S. technology companies need to create a more level playing field. In addition, the semiconductor industry chain expansion and global, Splinter rise in protectionism in the United States worried.
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