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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 241.43+4.9%2:37 PM EST
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To: Kirk © who wrote (12187)11/23/2004 10:12:44 AM
From: Cary Salsberg  Read Replies (2) of 25522
 
RE: "Graphics chips have replaced Intel CPUs as the major demand driver for flip-chip substrates in Taiwan. Currently, ATI and Nvidia respectively package 80% and 40% of their chips using flip-chip technology, the sources estimated."

"80% and 40%" from the "major demand driver" raises questions about future growth rates for flip-chip.
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