http://www.electroiq.com/index/display/s...


Even more interesting (for PDFS' gain share revenue stream):

Update: Dan Tracy, SEMI's senior director of industry research and statistics, filled in the nonpolished gap for 2009, saying it's averaged 30-40 MSI per quarter in 2009 (closer to 30 MSI in 1Q-2Q).

So, let's finish the math -- in 1H09 (3Q wafer stats won't be released for a few weeks), wafer shipments were 2626 MSI; taking out 60 for nonpolished leaves 2566 MSI. SEMI's forecast for 2009 (without nonpolished) is 6331 MSI. Which means the industry needs to ramp up in 2H09 to 3765 MSI, or 47% growth from the first half of the year.


------
At least we don't have to wait long to see how things are going in 3Q, and outlook for 4Q. Conference call is one week from tomorrow.