CLEANROOM WORLD MARKETS

UPDATE

August 2012

TABLE OF CONTENTS

SEMICONDUCTORS

Global Semiconductor Sales Increase in May, Remain on Track for Modest Growth in 2012

North American Semiconductor Equipment Industry Posts June 2012 Book-to-Bill Ratio of 0.94

Only Six Major Players Expected to Spend More on Capex in 2012 than in 2011

Gartner Says Worldwide Wafer Fab Equipment Spending to Decline 8.9 Percent in 2012

SEMI Announces Mid-year Consensus Forecast for Chip Equipment Industry

Innovation at Risk:  IP Infringement Challenges the Semiconductor Equipment Industry

Intel and ASML Reach Agreements to Accelerate Key Next-Generation Semiconductor Manufacturing Technologies

TSMC Reports June Sales

Air Products to Supply Samsung Electronics’ New Memory Fabs in Western China

SRC and Environmental Research Center Employ Real-Time Monitoring to Slash Water and Energy Usage for Semiconductor Manufacturing

DISK DRIVES

Seagate Technology Announces Selected Preliminary Fiscal Fourth Quarter 2012 Financial Results

Seagate and DensBits Announce Strategic Agreement for Development of Solid State Drives for Consumer and Enterprise Markets

PHARMACEUTICAL/MEDICAL

Spending in Pharmerging Markets to Nearly Double while Health Systems in Developed Countries Benefit from Historically Low Spending Growth

HHS Creates New Centers to Develop, Manufacture Medical Countermeasures

Medical Technology Companies Developing Customized Growth Strategies to Penetrate Emerging Markets

U.S. Cardiac Medical Devices Market to Be Worth $17.5 Billion in 2011

Home Monitoring for Seniors Will Drive 36 Million Wearable Wireless Device Market

Nearly 200 Medicines in Development for Mental Illnesses

Venture Capital Investments Experience Double-Digit Increases in Dollars and Deal Volume in Second Quarter 2012

CONSUMER ELECTRONICS

Consumers Feeling More Confident About Overall Economy, CEA Index Finds

CE Industry Yearly Revenues Expected to Surpass $200 Billion for First Time

Tablet and Smart Phone Demand to Drive 2012 Touch Screen Revenue to $16 Billion

Consumers in Emerging Markets, Such as China and Brazil, Will Drive TV Demand

Global LCD Shipments Fall for the First Time Ever in First Quarter 2012

In 2016 Demand for AMOLED TV-use Panel is expected to Increase Rapidly

Gartner Says Worldwide PC Shipment Growth Was Flat in Second Quarter of 2012

China’s Domestic PC Shipments Rise at Triple the Global Rate in 2012

SIM Card Shipments to Rise to 6.6 Billion by 2017

By 2017 Sixty Percent of New Cars Shipping Globally Will Feature Connected Car Solutions

SOLAR

SEMI Releases First Quarter 2012 Worldwide Photovoltaic Equipment Market Statistics Report

China PV Market Set to Boom as Government Raises 2015 Installation Target to 21 GW

Italian PV Market Set for Disaster as New Incentive Budget Could Be Blown

Solar Module Price Erosion Slows in the Second Half of 2012 as Demand Rises

SEMI and SEIA Formalize Partnership to Grow Solar Industry