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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls
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To: hhieslmair who wrote (83)7/31/2000 6:09:48 PM
From: FJB  Read Replies (1) of 195
 
I vaugly remember that foundries made approx 10% of all chips, but I don't know what the estimates for the future are. I'd guess if that approached 20% by 2002, they would significantly dampen cycles.

If you refer to slide 10 of Sue Billat's presentation here, Dataquest has foundry percentage of total semiconductor revenues at 17.4%($31.9B in sales) in 2000 rising to 22.5%($75.9B) in 2004:
informedinvestors.com

It was a very informative presentation.
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