Rising confidence is now turning into real numbers as recovery gathers pace, says Longbow Research.
Buying out Ushio's share of the joint venture removes uncertainty about the partners' competing EUV interests.
The LED company is hit by weaker chip demand and price declines, but says momentum in LED lighting remains strong.
Despite a wealth of potential, organic PV will not disrupt crystalline silicon or inorganic thin-films any time soon, says Lux Research.
Sales of packaged LEDs and solid-state lighting products are growing sharply as the industrial giant looks to consolidate its wider business.
The lithography giant increases R&D spending as demand from the semiconductor industry remains strong and more EUV tools are shipped.
Despite a year of corporate turmoil, Federico Pignatelli believes that his company will emerge in better shape than ever.
Texas Instruments' cash acquisition of National Semiconductor will give it an even larger share of the fast-growing market for LED driver ICs.
And it doesn't stop there – thanks largely to China, the SEMI industry group is expecting LED fab investment to grow another 40% in 2011.
Global energy giant to inject major funds into CdTe solar development, providing some competition for market leader First Solar.
Capital equipment spending grew 143% last year, with lithography stepper specialist ASML showing the sharpest increase of all.
The manufacturer of novel high-performance LED chips expects sales to shrink further because of what it calls 'aggressive' pricing.