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Technology Stocks : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST
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To: sixty2nds who wrote (27548)12/20/2005 8:14:30 AM
From: sixty2nds  Read Replies (2) of 95622
 
07:34 TSM 2006 capex may rise for TSMC and UMC - Digitimes (9.59 )

Digitimes reports sources with semiconductor equipment makers expect Taiwan Semiconductor Manufacturing Company (TSM) and United Microelectronics Corporation (UMC), the world's top two pure-play foundries, to increase their capital expenditure (capex) for 2006 on strong demand for 90nm process production and mounting competition for 65nm process production. The sources revealed that the two foundries are planning to expand their production facilities for 90nm processes, as demand has been increasing faster than expected. With TSMC and UMC facing mounting competition in 65nm process production from other foundries, they are likely to increase their capex next year for expansion projects, the sources said. Taiwan DRAM makers, on the other hand, are expected to schedule capex budgets that are flat or slightly down from this year.
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