Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 256.89

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Dec 31 3:59 PM EST

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To: robert b furman who wrote (15370)	7/11/2005 9:20:34 AM
From: matt dillabough	Read Replies (3) of 25522

:08 TSM Taiwan Semi: June Foundry Wafer Start Activity at Record Levels - Amtech (8.90 ) Amtech's checks indicate that TSM's June wafer start activity reached a new record level of 350k wafers per month (up 30% sequentially from the 270k level during the month of May) as chip demand was broad-based across all customers and applications. The firm notes this level of strength has not been seen since the spring of 2003, the start of the hardware business recovery. The firm believes this broad-based recovery in foundry demand is a leading indicator of overall OEM hardware demand and will collectively benefit the semi equipment sector. The firm reiterates its BUY rating on the sector with small-cap favorites CMOS, KLIC, PLAB and MTSN and large-cap favorites TER, LRCX and NVLS.

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