Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.18

-0.5%

Dec 31 3:59 PM EST

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To: kash johal who wrote (38024)	5/1/2001 11:39:29 PM
From: milo_morai	Read Replies (1) of 275872

...In fact, <font color=red>UMC</font> said a majority of its 2001 capital spending will go to 300-mm fabs and advanced copper-interconnect IC processes. UMC said it continues to expect to have a total "managed capacity" of 3.322 million eight-inch equivalent wafers by the end of the year, a 28% increase from 2.59 million in 2000. UMC's projections show its 300-mm capacity ramping into volume during the fourth quarter of 2001, with two plants--Fab 12A in Taiwan and joint-venture Trecenti (with Hitachi Ltd.) in Japan--accounting for 100,000 eight-inch equivalent wafers in volume at the end of Q4 2001.... ... UMC's first-quarter fab utilization stood at 61.7%, compared to 85.5% in Q4 of 2000. The company said it processed 443,000 eight-inch equivalent wafers out of an installed capacity of 718,000 wafers in the first quarter. UMC's wafer shipments fell 29.6% from 629,000 eight-inch equivalent substrates in Q4. Average selling prices for UMC's wafers increased 2% due to a shift to more advanced processes. The company said 23% of its capacity was in 0.15- and 0.18-micron technologies in the first quarter compared to 17% in Q4.... Looks like a very good deal for AMD and UMC! siliconstrategies.com M.

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