Aida Jebens, Senior Economist at VLSI Research, reviews her firm’s industry weather forecast for SST On the Scene, which shows a “cooling” and cloudy outlook for display equipment and “flat” for chip tools, though next year’s forecast looks to be improved. She also shares thoughts on the renewed debate over a 450mm wafer-size transition, and what has to happen on all sides to pull through — and what’s already being done.
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