SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Proud_Infidel who wrote (3128)3/14/1998 11:49:00 AM
From: Zeev Hed  Read Replies (1) of 4697
 
Brian, I do not know the answer to this question, but I would guess that the bulk og the GaAs wafers come from Sumitomo. However, if you take the sales of VTSS, ANAD and TQNT together you come up with $360 MM, add the rest of the world and the total GaAs devices business comes to a paltry $500 MM. I doubt that the wafer's content is more than 5% but be generous and take 10% and you get a very maximum market of $50 MM in GaAs wafers. For the troubles involved (high pressure CZ process) in that process, I do not think that it is worth to get involved with. If SiGe is indeed as good as it is supposed to be, then this market segment will have troubles matching the general semiconductor devices growth rate.

Zeev
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News