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Politics : Formerly About Applied Materials

AMAT 341.35

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3:59 PM EST

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To: FJB who wrote (42338)	2/17/2001 11:25:32 PM
From: Katherine Derbyshire	Read Replies (1) of 70976

>>If you take a look at R&D spending by Taiwanese foundries, it is rather low compared to IDMs, but they are keeping up with most IDMs in device performance. << In part this is because many of the foundries have signed technology licenses and/or development agreements with the IDMs. It's a way for the IDM to get a leading edge capacity buffer without actually building an extra fab. Katherine

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