Happy Days For the Semi Equipment Space

In the semiconductor space, if you want to play you have to pay. It takes a lot of expensive equipment to make the chips that go into your iPod, Blackberry, and Xbox, and even if companies like Intel (NYSE:INTC) and Taiwan Semiconductor (NYSE:TSM) opt to rein in spending during tough times, sooner or later they always come back for more. 

With corporations peaking out of their bunkers like nervous gophers and opening up the spending taps again for computers, servers and the like, chip companies have seen a surge in demand over the past year. As ASML (Nasdaq:ASML) and Novellus (Nasdaq:NVLS) showed us this week, that is translating into strong order flow and revenue for the companies that build the boxes that make the chips.

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