SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis
SOXX 299.48-4.8%Dec 12 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Zeev Hed who wrote (7081)11/25/2002 7:05:15 AM
From: JSLyons  Read Replies (1) of 95574
 
Zeev,

It's worth noting that a number of players in the field, even the oft-vilified Scott Kulicke, have said in recent months that capacity for high-end fabrication is almost maxed out, while there is excess capacity at the lower end.

If NVDA and ALTR, for example, are ramping high-end product, then this would bode well for those semi-equips who have kept up R&D and stayed at the cutting edge.

One of my favorites, Genus (GGNS) is pushing advanced ALD solutions and seems to have turned the corner. Even lowly KLIC has seen some growing interest in its high-end Maxum bonders, with cutting-edge capabilities and high price tags (and high margins) to boot. Perhaps, even TRKN will get in on the act?

Jonathan
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News