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Politics : Formerly About Applied Materials

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To: Proud_Infidel who wrote (43298)	3/7/2001 11:59:02 AM
From: Proud_Infidel	Read Replies (1) of 70976

Foundries Spring to Leading Edge in Semiconductor Industry Despite having played a limited role in the last semiconductor boom of 1993 to 1995, the foundry business has become a primary industry driver as IDMs and OEMs become increasingly dependent on outsourcing manufacturing, according to Cahners In-Stat Group The high-tech market research firm finds that while the overall semiconductor industry grew by 36.8% in 2000, leading foundries grew even faster with the largest achieving growth rates in the 60-125% range. Satisfying the approximately 500 to 600 fabless chip start-ups that have emerged in the past decade will require foundries to produce more of the world's chips over the coming decade. "While the semiconductor industry braces for much slower growth in 2001, the foundry segment is expected to outperform the industry as a whole with foundry revenues expected to rise from $7.6 billion in 1999 to $35.4 billion in 2004," says Steve Cullen, Director of In-Stat's Semiconductor Service. In-Stat finds that both Integrated Device Manufacturers such as Motorola and system OEMs are shifting more of their manufacturing to third party foundries. Some IDMs are even converting older fab plants into foundries. "With several fabless chipmakers leaping into manufacturing, the industry's well-defined functional segmentation lines are becoming blurred," says Cullen. "Foundries will have a major impact on the new hybrid semiconductor development strategy." In-Stat has also found that the foremost advantages of utilising third-party foundries are cost savings and reduced financial risk. They believe the foundry business will become more geographically diversified over the next few years, extending its reach into other parts of Asia as well as the United States and Europe. The "Big Three" foundries will continue to add capacity at record levels while more second and third-tier foundry start-ups splash onto the scene in 2001. In-Stat expects foundries to continue to push their advanced process technologies ahead of the IDMs and also lead the 300-mm transition over the coming decade. For more information, try instat.com

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