Lam Research (LRCX, NASDAQ): To the Insiders 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 : Lam Research (LRCX, NASDAQ): To the Insiders

LRCX 159.33

-1.8%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (4246)	7/31/2000 7:03:20 PM
From: FJB	Read Replies (3) of 5867

This is strange. The SSB sector downgrade was largely based on tantalum capacitor price declines, presumably due to oversupply, but NEC is claiming it can only meet 80 to 85 percent of demand. Kemet also feels the need to add 85,000 feet of manufacturing floor space. So if tantalum capacitors are in a state of oversupply, why are these companies investing in production capacity? _________________________________________________________ eet.com NEC boosts tantalum capacitor production By Anthony Cataldo EE Times (07/31/00, 2:41 p.m. EST) TOKYO — Responding to a component shortage fueled by sales of mobile devices, NEC Corp. said it will spend more than $18 million to boost production of tantalum capacitors at a subsidiary in Thailand. ... NEC's decision to invest in additional tantalum capacitor production comes amid a continued shortage of the components, which is being driven by strong demand from makers of portable devices like cellular phones and mobile PCs. Currently NEC is only able to meet 80 to 85 percent of demand for its tantalum capacitors, according to the spokesman. "There was some nervousness before because prices were depressed for a long time," the spokesman said. "But since last year mobile applications have moved demand the other way." NEC's announcement comes less than a week after Kemet (Greenville, S.C.) said it would add a total of 85,000 square feet of manufacturing floor space at its plant in Matamoros, Mexico and three facilities in South Carolina for the production of solid tantalum and conductive polymer tantalum capacitors. Kemet and NEC have an agreement to produce and jointly promote compatible conductive polymer tantalum capacitors.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next