RE VLSI:
while paying attention couple years ago I pay less;
VLSI can change from upbeat to downbeat within a week or so.
Their opinion (while not the only one ) seems to be influenced how the stock market is doing.
ChipMOS to budget over US$250 million for expansion of memory and LCD-driver-IC test capacity
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Amy Lee, Hsinchu; Esther Lam, DigiTimes.com [Thursday 16 March 2006]
ChipMOS Technologies, a leading LCD-driver-IC and memory testing house, plans to invest a total of US$250-320 million in expansion of its NOR flash, DDR2 and LCD-driver-IC test capacity this year, in order to cope with the anticipated bullish demand, according to the company.
ChipMOS has already budgeted US$4 billion out of a total capex of US$8-11 billion capital in 2006, for additional equipment with which to perform testing for Spansion in 2006. The company will invest another US$140 billion to expand its NOR-flash test capacity.
The company will invest US$60-80 million to expand its capacity for testing DDR2 memory, as well as 12-inch wafers, to meet solid demand. ChipMOS has seen a trend to stable average selling prices (ASPs), so far this year, on consistently rising orders resulting from new capacity at ProMOS Technologies and Powerchip Semiconductor Corporation (PSC).
ChipMOS foresees demand for DDR2 as growing by 12%, sequentially, in the second quarter. The company also expects overall demand to grow by 8% in the second half of 2006.
Responding to demand for LCD-driver-ICs, ChipMOS will budget US$50-100 million to expand its LCD-driver-IC testing capacity. The company expects demand for chip-on-glass to climb by 30%, on-month, in March, thanks to increasing demand for small-size panels for handsets and MP3 players. Leading LCD-driver-IC design houses, including Himax Technologies and Novatek Microelectronics, are now increasing the amount of their orders.
The testing house also announced it would invest US$100 million in China, and 60-65% of its scheduled capex in 2006 will be allocated in the first half of this year. |
