Applied Materials' main chip equipment unit has been seeing improved demand from chipmakers.
Teradyne is seeing strengthening demand for automated test equipment from chipmakers.
The cyclical downturns in the semiconductor and solar industries have been hurting MEMC's business.The wafer industry is capital-intensive and often suffers from overcapacity at some point in each product cycle.MEMC must compete with a large number of foreign rivals. Some of these overseas rivals
Cymer is investing heavily to develop next-generation EUV lithography light sources.
Ultratech's AP lithography systems compete with similar tools from competitors that have also adapted older lithography tools for use in advanced packaging.While laser thermal processing is gaining acceptance, Ultratech's tools must compete with an existing install base of rapid thermal processing
Veeco has been hampered by a cyclical slowdown in demand for LED manufacturing tools.
KLA-Tencor is being boosted by strong technology investments by chipmakers.
The firm faces much larger competitors that have sales in the billions, in comparison with ATMI's revenue of roughly $390 million in 2011.ATMI has been investing heavily to develop its HPD platform.ATMI may be exposed to inventory buildups by customers because of long transport times for its
We think Lam can boost its competitive position with the upcoming acquisition of Novellus.
ASML depends on a handful of powerful customers and will sell only several hundred systems each year.Dependence on a limited number of suppliers for key components exposes ASML to pricing power and possible disruptions to its supply chain.The firm depends on the deeply cyclical semiconductor