VSEA's $50,000,000 class action lawsuit Message Board

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Technology Stocks : VSEA's $50,000,000 class action lawsuit

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To: Red Heeler who wrote (7)	1/4/2001 5:11:41 PM
From: Red Heeler	Read Replies (3) of 67

Expect Semiconductor Equipment Boom In 2001, Says Analyst Electronic News Jan 03, 2001 --- The semiconductor equipment industry is poised for a boom period in 2001, according to Robert N. Castellano, president of New Tripoli, Pa.-based market research company The Information Network. According to a report released by The Information Network, 'The Global Market for Equipment and Materials for IC Manufacturing,' worldwide revenues for semiconductor processing equipment rose 31.8 percent in the fourth quarter of 2000 and The Information Network expects the market to rise another 45.9 percent in 2001. This is despite the slowdown in the fourth quarter of 2000, Castellano said, with the equipment industry registering a record annual growth of 76.1 percent in 2000. "A slowdown in the semiconductor industry over the next quarter because of inventory corrections will be a boom for equipment manufacturers in 2001," Castellano said. "IC manufacturers will need to fill empty fab shells with equipment to increase capacity once they recognize that the 'herd mentality of doom-and-gloom' was premature and strong demands for ICs will continue." The report also sports its own Top Ten list of equipment manufacturers for 2000: Applied Materials; Tokyo Electron; ASM Lithography; Nikon; KLA-Tencor; Lam Research; Novellus; Canon; ASM International; and Varian Semiconductor Equipment Associates. Current projections for 2001 call for production of ICs at 0.13-micron design rules, something 1999 roadmaps didn't predict would start until 2002, he said. That earlier shift to 0.13-micron design rules will spur the need for advanced tools, expanding equipment purchases in 2001, Castellano added. Link: electronicnews.com

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