Shlomi Cohen submits: Semiconductors will be in the news this week, with equipment and software companies from all over the world gathering in San Francisco for one of the biggest exhibitions and conferences: SEMICON West. Among Israeli companies attending that I hold in my portfolio are Camtek Ltd. (Nasdaq: CAMT) and Nova Measuring Instruments Ltd. (Nasdaq:NVM), which respectively specialize in chip inspection and measurement.
The semiconductor manufacturing equipment sector had a dream year last year, after a deep crisis because of the global recession in 2008 and the first half of 2009. In the first quarter of this year, orders broke records, and so companies are expected to report a substantial decline in orders in the second quarter, and to experience stability in the third quarter and a rise again in the final quarter. Orders for semiconductor equipment will take off again not just because of strong demand for smartphone and tablet computer
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