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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 235.24+4.5%Nov 19 3:59 PM EST
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To: Sarmad Y. Hermiz who wrote (4721)1/4/2003 4:08:42 PM
From: Jacob Snyder  Read Replies (3) of 25522
 
I think there is a simpler and more direct way of following the supply/demand balance: capacity utilization at foundries. Over the last 3 years, it has varied from 105% to 30%.

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From a 12/16/02 Barron's story:

Taiwan Semiconductor, UMC and Chartered Semi, which boast some of the world's most efficient foundries, have been gaining market share because other chip makers outsource to them. But, in what is supposed to be the year's seasonally strongest quarter, they're running at only 30%-60% of capacity.

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