"The IT industry is inexorably approaching maturity. Sure, the recent surge in orders for semiconductor production equipment may lead people to imagine that the go-go times are about to return. But unless the electronic device industry finds new growth vectors, the future won't be bright," said Akira Minamikawa, one of Japan's most respected semiconductor industry analysts.
"The worldwide PV installation boom has subsided, with one big exception—Japan. More than 2,000 megasolar installations are planned in this country," the bullish editor-in-chief of an industry magazine said to me the other day. He contended, "Japan is at the epicenter of what promises be a new boom in PV installations."