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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA
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To: cluka who wrote (1876)4/27/2009 2:07:47 AM
From: etchmeister   of 1929
 
VSEA business is capacity driven.
I suppose that is not Varian specific

You have to be foolish to think that any segment of the Semi industry starts adding to capacity. Transition to smaller geometry will happen but not on the large scale and not in DRAM in the near term.
I always like to look at it from different angles - I also believe that not all shrinks are equal - some companies will benefit more than others - that's were it becomes tricky.
Obviously they are phasing out larger geometries :o>
do you really believe they (200mm) will come back - I do not think so... zero fix cost on old depreciated equipment does not cut it - it's about variable cost

From: etchmeister 3/12/2009 12:32:10 AM
of 23775

According to most recent SICAS report (posted by Cary) wafer starts took quite a dump - in particular 200mm wafer starts.
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