Atmel - the trend is about to change Message Board

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Technology Stocks : Atmel - the trend is about to change

ATML 8.140

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Apr 12 5:00 PM EST

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To: tech101 who wrote (13055)	8/13/2003 1:21:00 PM
From: tech101	Read Replies (1) of 13565

Price of 300-mm Wafers to Rise 10%, Says Report Silicon Strategies 08/13/2003, 5:52 AM ET TAIPEI, Taiwan -- Prices for 300-mm blank wafers are expected to increase in price by 10 percent, to over $400, in the fourth quarter as a result of foundries and DRAM makers expand manufacturing capacity and increasing demand for the large diameter wafers, according to a Digitimes report that cited Taiwanese wafer suppliers as sources. Wafer suppliers including Taisil Electronic Materials (TEM) and Shin-Etsu Handotai have reported tight supply for 300-mm diameter wafers, saying that their own expansion of manufacturing capacity has fallen behind the growth of demand, the report said. Fourth quarter 2003 demand for 300-mm wafers is expected to be 50 percent greater than demand in the first quarter of 2003, according to the report. Some wafer suppliers, including Japan-based Komatsu Electronic Metals and US-based MEMC, have been conservative in expansion plans, the report said

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