"After two years of decline, fab equipment spending (new, used, for Front End facilities in 2014) is expected to increase 24 percent in 2014 (US $35.7 billion) and about 11 percent (US $39.5 billion).

In terms of equipment spending, 2015 may reach or even surpass historic record year 2011 (about US $39.8 billion)"

"For the May 2014 SEMI World Fab Forecast publication, SEMI tracked more than 200 major projects involving equipment spending for new equipment or upgrades, as well as projects to build new facilities or refurbish existing facilities. In the last three months, 265 updates were made to the database."

I wonder if any of these upgrades are related to POET?

full article link http://www.siliconsemiconductor.net/article/93916-SEMI-Fab-equipment-spending-recovering.php