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Politics : Formerly About Applied Materials
AMAT 252.34+0.9%Nov 28 12:59 PM EST

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To: StanX Long who wrote (59980)2/5/2002 12:43:16 AM
From: StanX Long  Read Replies (1) of 70976
 
Foundry usage seen rising sharply this year
EBN
(02/04/02 14:21 p.m. EST)

siliconstrategies.com

Despite the closure of several major fabrication facilities around the world, sufficient capacity is available to meet the needs of customers in virtually all product categories for the rest of 2002, according to iSuppli Corp.'s Market Intelligence Services group.

The one exception is capacity for advanced products requiring geometries of 0.18 microns and less. New facilities to handle these components are expected to come on line by the end of Q2, the company said.

"Although hit hard by the recent precipitous downturn, foundries around the world find themselves in an interesting position. Since Integrated Device Manufacturers (IDMs) were unable to invest in keeping their internal fabs up to current competitive levels, they will be forced to outsource their newproduct manufacturing requirements to remain competitive.
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