I don't recall if this was posted earlier...
INFRASTRUCTURE: Outsourcing Trend Benefits Amkor Technology
DALLAS--(BUSINESS WIRE)--Sept. 29, 1999--INFRASTRUCTURE, the leading independent research organization covering the investor's view of the semiconductor manufacturing industry, last month published an article on the sub-contract semiconductor test and assembly industry. Amkor Technology, (Nasdaq: AMKR), the largest player in the sector, was identified with its partner, Anam Semiconductor as the only foundry offering the complete semiconductor manufacturing flow from wafer process through assembly and test.
Ron Leckie, INFRASTRUCTURE's CEO, noted that, "Amkor is the largest player in the sector by a factor of three over its nearest competitor, and is the industry's assembly and packaging technology leader." Leckie commented that, "We see a distinct trend where more chipmakers will embrace the outsourcing model and sell off their assembly operations to third party subcontractors, causing the subcontract industry to outpace the growth of the semiconductor industry itself." Another company to watch in this sector is Taiwanese based ASE Test, (Nasdaq: ASTSF). Of course, the growth will also benefit equipment suppliers to the sector including Aetrium (Nasdaq: ATRM); Credence Systems (Nasdaq: CMOS); Cohu, Inc. (Nasdaq: COHU); Kulicke & Soffa (Nasdaq: KLIC); LTX Corp. (Nasdaq: LTXX); Micro Component Technology, Inc. (Nasdaq: MCTI); and Teradyne (NYSE: TER). |
