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Technology Stocks : Semi Equipment Analysis

SOXX 298.01

-0.5%

Dec 15 4:00 PM EST

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To: Return to Sender who wrote (7069)	11/24/2002 10:53:29 PM
From: Zeev Hed	Read Replies (2) of 95580

How does that "capacity addition" square with the following: investorshub.com Pariculalry the passage: "TSMC said on Friday it expected capacity utilisation to reach nearly 60 percent in the period from October to December, hiking a forecast of utilisation in the "mid-50 percent" range given in late October. If that is true, than capacity additions are not imminent. It is quite possible that their high end fabs are operating near the 90% capacity, and if most of the new demand is for "high end fab capacity, then they may have no choice, but to upgrade old technology to newer one. I remember sometime ago reading that TSMC high end fabs are closer to full capacity than their older fabs, that may explain the apparent 60% overall capacity utilization and the need to add "capacity". Zeev

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