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Technology Stocks : Kulicke and Soffa

KLIC 39.93

+0.9%

Oct 31 9:30 AM EST

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From: Ian@SI	6/21/2004 8:00:47 PM
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I hope the following doesn't get lost in the recent deluge of posts on this thread! ;^) ++++++++++++++++++++++++++++++++ Foundry Watch: Taiwan's assemblers raise CapEx Silicon Strategies 06/18/2004, 7:00 PM ET PORTLAND--Taiwan's chip-packaging and test houses are quietly boosting their capital expenditures and capacities to meet robust [demand] in the market. Backend utilization rates among Taiwanese assemblers have jumped from 70 percent in the second half of 2003, to 80 percent right now, according to Pacific Crest Securities Inc., an investment banking firm in Portland. "Seven of Taiwan's 11 largest test and packaging houses have recently raised original capital expenditure projections by 30 percent or more to take advantage of robust demand generated from high foundry utilizations," said Michael McConnell, an analyst for Pacific Crest Securities, in a report. "We expect near-term supply growth to compress prices in the short term, but believe outsourced test and packaging houses will continue to benefit from brisk wafer demand at the foundries and strong growth in NAND and NOR flash," he said.

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