Monday, January 10, 2011

WaferNEWS Watch: Best of 2010

In a banner year for semiconductor makers and the suppliers who sell chipmaking tools, industry stocks generally did pretty well, up ~22% on average for our WaferNEWS Fab 50 list. Congrats to AXT, which climbed more than 200% for the year; kudos also to Axcelis, which more than doubled its stock in the past year. Heading the other direction were Tegal (languishing most of the year in the $0.50 range) and FormFactor (whose problems and possible solutions have been the subject of speculation).

Note that as in every year there were changes and casualties: EGLS, ASYT, AVZA, BESI, and ICOS are no longer on our list. Also, LTX and Credence merged, while Semitool was bought by AMAT.

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