SOURCE: The Bedford Report

The Bedford Report

January 19, 2011 08:46 ET

Soft Demand Hits the Semiconductor Sector

The Bedford Report Provides Analyst Research on Applied Materials & Veeco Instruments

NEW YORK, NY--(Marketwire - January 19, 2011) - Over the past year the semiconductor equipment and materials industry has posted significant gains. Revenues have surged thanks in part to mobile devices, tablet computers and even the emerging solar market. Emerging markets are expected to play a critical role going forward as established markets are becoming saturated. Competition is fierce in emerging markets, however, making it challenging for investors to choose industry leaders from laggards. The Bedford Report examines the outlook for companies in the semiconductor equipment and materials industry and provides research reports on Applied Materials, Inc. (NASDAQ: AMAT) and Veeco Instruments, Inc. (NASDAQ: VECO). Access to the full company reports can be found at:

Both Gartner and SEMI have forecast a slowdown in orders for the first part of 2011. When Applied Materials reported fiscal fourth quarter earnings the company said it expects total revenue for 2011 to be similar to 2010 levels. Applied Materials says that the revenue outlook is based on expectations of a second half pickup in NAND capacity additions. In recent years, Applied has sought to reduce its reliance on the chip-equipment business and adapted some of its machinery to make semiconductors for use in the production of solar panels.

The Bedford Report releases regular market updates on the semiconductor equipment and materials industry so investors can stay ahead of the crowd and make the best investment decisions to maximize their returns. Take a few minutes to register with us free at and get exclusive access to our numerous analyst reports and industry newsletters.

Several companies in the industry who specialize in LED products have suffered significant selloffs already. When Citigroup downgraded Veeco, it sent the LED sector into a whole new tailspin. Citigroup analyst, Timothy M. Arcuri's concern was that policy changes in China could lead to a significant falloff in orders in 2011.

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