Cymer (CYMI) Message Board

STOCKTALK

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 : Cymer (CYMI)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: orkrious who wrote (24185)	2/3/2000 4:20:00 PM
From: BillyG	Read Replies (1) of 25960

Another analyst puts capital spending growth at nearly 40% semibiznews.com Semiconductor Business News (02/03/00, 02:16:19 PM EDT) SAN FRANCISCO--Semiconductor equipment revenues will grow 35-to-40% in 2000 and then post another 40% increase in 2001, according to analyst Brett Hodess, who tracks the industry segment for Banc of America Securities. "The details for the semiconductor equipment growth cycle have fallen into place. Wafer fabrication utilization rates have increased for the fifth quarter in a row, to reach 95%," said Hodess, who was speaking at Banc of America Securities' annual technology conference here this week. For chip processes less than 0.3 micron, wafer fab utilization is more than 96%, he said. Hodess' bullish outlook for semiconductor capital spending is on the high side of current forecasts from industry analysts. Forecasts for growth in 2000 range between 22% to 44% from last year's total of about $25 billion. Hodess said orders for chip manufacturing equipment will be driven by new wafer fabs as opposed to upgrades of existing facilities. The current outlook resembles market conditions in early 1993, when the semiconductor business was entering into a major boom period, he told the conference.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next