2) MEMs market to grow 9.5% in 2011. Smart phones are starting to incorporate more MEMs. Iphone 4 used 2 MEM microphone and 1 MEM gyroscope. You now need to meet these levels to compete. In 2010 5 Cell phones had Mems. In 2011 45 tablets and phones will have gyroscopes.
3) UMC expected to spend 1.8 billion in 2011. Much less then Global Foundries at 5.4 (article says 6) and TSMC at 6.
4) Nand Flash to grow 28% from 22 Billion to 29 Billion will grow greater than DRAM.
Capex for Dram will drop 40%. Capex for NAND will grow 85%. This will cause NAND capex to surpass DRAM capex for first time in history. Oversupply not expected until 2012.
5) Rubicon is now offering 300mm Sapphire substrates for LED manufacturing.
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