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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

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Dec 26 4:00 PM EST

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To: Donald Wennerstrom who wrote (31401)	7/12/2006 11:17:12 AM
From: sixty2nds	Read Replies (1) of 95640

07:17 NVLS Novellus: Demand for 12-inch foundry equipment to peak in 2006 - Digitimes (24.03 ) Digitimes reports Novellus Systems indicated that demand for 12-inch fab equipment will be a major revenue driver for the company this year, as demand for 12-inch fab equipment will peak. Novellus revealed at Semicon West that this year five of the world's top seven semiconductor makers are purchasing equipment for NAND flash production at 12-inch fabs. But the aggressive expansion in NAND flash production may lead to oversupply, the equipment supplier remarked. Novellus said demand for 12-inch fab equipment from Intel (INTC), Samsung Electronics, Hynix Semiconductor, Toshiba, and Elpida Memory is expected to grow, and the company remains optimistic about the semiconductor equipment market in the second half of this year.

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