April 7 news, foreign reports, UBS analyst Ahmar Zaman on the 5th LED manufacturers increasingly concerned about the lighting market, the LED upstream chip manufacturing company Cree Inc.'s investment rating by "neutral" increased To "buy", the target price was revised from $60 to $92. Cree Semiconductor Index constituent stocks on the 5th news news rose 9.96%, to close at 77.63 US dollars , the highest score of 21 constituent stocks, and hit a new high since June 26, 2000; year-to-date increase of 37.72%.
   Zaman pointed out that the survey shows that many LED manufacturers in South Korea, Taiwan and Japan continue to commission Cree to manufacture high-brightness LEDs, mainly because their homemade LED yields are still insufficient. He also believes that Cree's competitive pressures should not appear too early.
   TSMC's LED investment plant Bridgelux (Purray Optoelectronics) released a press release on March 24th to announce the launch of the "Helieon" perpetual lighting module jointly developed with electronic connector manufacturer Molex Incorporated for indoor and outdoor lighting systems. Plug and play design. According to the press release, Helieon has a wholesale price of less than $20 per unit and a life expectancy of more than 10 years. It is scheduled to ship in May (2010). Bridgelux executive Bill Watkins said that Helieon will quickly break the myth that solid-state lighting is not yet mass-produced. He expects that with the launch of Helieon, solid-state lighting will be expected to replace traditional incandescent bulbs, fluorescent bulbs and other high-volume lighting technologies to create $100 billion in business opportunities.
   Japanese wafer cutting machine maker Disco released a press release after the Japanese stock market on April 1. The fourth quarter of 2009 (March-March 2010) revenue (quick report value) was 17.181 billion yen, compared with the same period of the previous year. (January-March, 2009) surged 261.0%, an increase of 16.6% compared with the previous quarter (October-December 2009). The press release pointed out that the shipment of LED and semiconductor packaging cutting machines has strengthened, which is the main reason for the surge in revenue in the fourth quarter.
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