Lam Research (LRCX, NASDAQ): To the Insiders Message Board

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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders

LRCX 155.86

-3.3%

3:59 PM EST

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From: FJB	2/27/2009 4:09:07 PM
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Chinese equipment start-up gets in at TSMC Fabtech - www.fabtech.org According to Digitimes, China-based equipment start-up, Advanced Micro-Fabrication Equipment Inc. (AMEC) has secured orders for its 300mm etch tool from TSMC. Formed in 2004, and partially funded by KLA-Tencor, AMEC has a host of veteran semiconductor technologist within its management team. Founder, Dr. Gerald Yin worked for Intel Corp, Lam Research and spent 13-years with Applied Materials, before starting AMEC. It has been viewed for several years now that China-based equipment suppliers could start to penetrate major semiconductor manufacturer accounts and take market share away from U.S.-based suppliers, as perceived lower cost of tools and servicing costs made Chinese equipment suppliers more competitive as their technology offerings matured. With the significant reduction in capital expenditures projected for several years ahead, Asia-based IC manufacturers could now be more receptive to lower-cost equipment from ‘local’ suppliers in an effort to maximize ROI on equipment purchases.

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