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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 268.79+4.6%3:59 PM EST
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To: Gottfried who wrote (2844)9/3/2002 8:57:27 PM
From: Ian@SI  Read Replies (1) of 25522
 
VLSI now seeing early signs of recovery (today's extract from the Chip Insider at vlsiresearch.com ).

0.13µ yields have improved such that it's more cost effective than 0.15µ or above production. However, Test capacity for 0.13µ is insufficient for a ramp in that feature size production. Further INTC has announced plans to ramp up 90nm production next year leaving most of the rest of the world at least 1 generation behind the leader.

So they are seeing the start of a traditional new cycle for Semi Equipment starting with the orders for leading edge Test capacity.
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