Wafer Fab Capacity utilization continued to rise in June, according to a report by VLSIresearch. 28nm fab utilization is past levels needed to trigger equipment buys. But 40nm and below is still
under water. Demand is soft causing chip makers to push orders out.
http://business.wesrch.com/page-summary-pdf-BU187Q8DYMZED-semiconductor-week-an-overview-of-results-and-conclusions-from-the-week-s-studies-at-vlsi-17