Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 230.17

-1.4%

Nov 7 9:30 AM EST

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To: Peter Dierks who wrote (15197)	6/7/2005 8:56:21 AM
From: matt dillabough	Read Replies (4) of 25522

TSM Taiwan Semi: Wafer Start Activity Showing Signs of Strength - Amtech (9.67 ) Amtech's checks indicate that May's wafer start activity level stayed strong at TSM running at April's level of 270k wafers per month. There are modest signs of near-term optimism from chipmakers balanced by a measured level of caution given the strong dependency on macro variables. Notable wafer start strength was seen from GNSS (up 50% M/M), NVDA (up 30% M/M) and OVTI, while SSTI and SGTL pulled back on wafer start activity in May. The firm believes the current improvement in wafer start activity level reflects some inventory restocking along with increased optimism in the macro-environment going into 2H05. A healthy dose of caution still remains among the chip customers as a number of external macro variables can still impact their chip demand forecast

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