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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: Kenneth V. McNutt who wrote (13445)	7/12/2004 2:28:42 PM
From: tech101	of 13565

Chip equipment market to grow 63% 2004, says SEMI SEMI's bullish membership sees good times rolling through 2005 and beyond By Peter Clarke Silicon Strategies 07/12/2004, 1:00 PM ET SAN FRANCISCO -- The leading manufacturers of semiconductor manufacturing equipment expect their collective sales to increase 63 percent this year from $22.2 billion posted in 2003 according to the mid-year capital equipment consensus forecast, released by Semiconductor Equipment and Materials International (SEMI) at the annual Semicon West exhibition. Survey respondents indicated that the industry would sell $36.2 billion of new chip manufacturing, testing and assembly equipment in 2004, with strong annual growth continuing in 2005 at 24 percent. This differs from the trends displayed from the capital expenditure metric forecast by Gartner a few days previously. This predicted more modest percentage growth this year with capital spending up 50.9 percent from 2003 to reach $44.8 billion in 2004, with a 13.4 percent growth over 2004 taking worldwide capital spending to $50.8 billion in 2005. The SEMI forecast indicates the equipment will reach $44.8 billion in 2005. The survey respondents see the market contracting in 2006 before resuming double-digit growth in 2007 to reach $48 billion. Meanwhile Gartner was predicting capital expenditure would fall in both 2006 and 2007 with the result that it sees a capital expenditure of only $35.7 billion in 2007. Returning to the near term Stan Myers, president and chief executive officer of SEMI, said in a statement: "SEMI members are anticipating a strong year driven by sales of both 200-mm and 300-mm equipment. The outlook is for growth to be sustained next year, although not at levels as high as this year. SEMI members generally believe the peak of this market cycle will occur in the second quarter of 2005." The good news widespread with SEMI mid-year consensus forecast projecting strength across all the major equipment types in 2004. Wafer processing equipment, the largest segment by dollar value, is expected to grow 61 percent to $23.7 billion. Assembly and packaging equipment market growth of 77 percent to $2.9 billion is anticipated. The market for equipment to test semiconductors is expected to increase 66 percent to reach $6.9 billion this year. In terms of geographic region the market regions of China and Taiwan are expected to see the strongest overall increases, with growth rates in 2004 of 152 percent and 140 percent respectively. The SEMI mid-year consensus forecast is based on interviews conducted between May and June 2004 with companies representing a majority of the total sales volume for the global semiconductor equipment industry. siliconstrategies.com

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