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Politics : Formerly About Applied Materials
AMAT 252.34+1.0%12:59 PM EST
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To: Gottfried who wrote (34981)4/25/2000 3:19:00 PM
From: FJB  Read Replies (1) of 70976
 
Gottfried, Don't forget the SEMI Book-to-Bill numbers are only for "North American-based manufacturers of semiconductor equipment" and the $36 Billion figure represents the worldwide market, so the SEMI numbers do not represent shipments for the 2nd, 3rd, 4th, 7th, 9th, and 10th largest suppliers of equipment, not to mention many smaller non-North American companies.

1999 1998 Supplier               1999 revenues     % change from 1998 
1    1    Applied Materials      $5.457 billion    51.5% 

2    2    Tokyo Electron Ltd.    $2.634 billion    39% 

3    3    Nikon                  $1.430 billion    10.7% 

4    7    ASM Lithography        $1.276 billion    47% 

5    4    Teradyne               $1.210 billion    26% 

6    5    KLA-Tencor             $1.049 billion    19% 

7    6    Advantest              $955 million      5.1% 

8    8    Lam Research           $894 million      19% 

9    9    Canon                  $751 million      -2% 

10   10   Hitachi                $743 million      25%


Bob
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