The key statements as I see them are:
<''Our customers are experiencing the early stages of a broad-based recovery, fueled by low inventories and strong demand across all product categories, with particular strength in communications and consumer electronic products. >
<'We believe the market for semiconductor equipment may double over the next five years, driven by three waves of industry activity,'' said Morgan. ''The first wave, the acceleration of Moore's Law to smaller linewidths, is driving orders today. The second wave, the introduction of several new materials, including copper and low-k dielectric films, is creating the need for a broad range of innovative process technologies. Just on the horizon is the third wave, the industry's move to 300mm wafers, which will require completely new wafer processing equipment.> |
