*AV*--The following is an experiment. I think I have my scanner working good enough to scan things and post close to real time when I receive stuff. If this works, All I need to do is get my information realtime by getting the damn FAX components on this system also operational. Anyway, I timed myslelf in scanning these documents and correcting them with a cursory glance. It ain't perfect but it is functional.
So the test consists of 3 documents that a slightly dated but give me reason to believe the Tech Bear may not be that close to the door as we are being led to believe.
( BW)(GENUS/HYUNDAI)(GGNS) Hyundai Electronics Selects Genus Ion Implanter for Production; Company Books Multimillion Dollar Order for Kestrel 750 System
Business Editors & High Tech Writers
SUNNYVALE, Calif.--(BUSINESS WIRE)--Dec. 3, 1997--Genus, Inc. (NASDAQ:GGNS), a leading supplier of high energy (MeV) ion implant technology to the semiconductor industry, announced today that Hyundai Electronics has placed an order for the recently introduced Kestrel(TM) 750 system.
Hyundai plans to use the new ion implanter for advanced well formation at its Fab 7 production facility in Ichon, Korea.
"This order from Hyundai is another example of our advanced MeV technology tools being used for non-memory device manufacturing," said John Aldeborgh, executive vice president and customer satisfaction officer. "The agreement also reflects the importance of the Korean marketplace to Genus and serves as a vote of confidence in our subsidiary, Genus Korea, which we've recently expanded in order to better serve our local customers."
The Kestrel 750 is an evolutionary tool based on Genus' Tandetron(TM) 1520 implanter, which the company leveraged in recent years to bring MeV technology into mainstream manufacturing. p- This system offers the industry's highest yields via several process-enhancing features, including direct cryopumping to maintain chamber pressure below critical thresholds during phqtoresist implants, continuous and real-time high voltage verification, and backside-only, all-in-vacuum wafer handling, which limits particulate contaminants greater than 0.16 micron in size.
The Kestrel 750 is optimized for aggressive MeV applications, such as triple wells and the Genus patented BILLI (Buried Implant Layer for Lateral Isolation) structure for process simplification.
Hyundai Electronics has previously purchased both Tandetron 1520 and chemical vapor deposition (CVD) products from Genus.
Founded in 1982, Genus, Inc. develops, manufactures, markets and services advanced thin film deposition and high-energy (MeV) ion implantation equipment used in the fabrication of advanced semiconductor devices.
The company's customers include semiconductor manufacturers located throughout the United States, Europe and the Pacific Rim, including Japan, Korea and Taiwan.
Genus' corporate offices are located at 1139 Karlstad Drive, Sunnyvale, CA 94089; telephone: 403/747-7120; fax: 408/747-7199;
e-mail: PR@genus.com; internet: www.genus.com
Dow Jones News
Story
12/03 =Analysts Bullish On Motorola Plant And Chip Market >MOT DJ
By Mark Yost
RICHMOND, Va. (Dow Jones) --Two weeks ago, it was highly questionable whether Motorola Inc. (MOT) would even build the chip-manufacturing plant in nearby Goochland County.
Some on Wall Street were questioning the expansion plans of nearly every semiconductor manufacturer. The chip market was saturated, they said, and there were questions about whether future demand would consume all the chips that semiconductor manufacturers had raced to be able to churn out.
Wednesday, all that changed. Motorola announced that it will build a $3 billion, 1.5 million-square-foot chip-manufacturing facility, double the size originally planned. And according to semiconductor analysts, all that speculation about market saturation and overstated demand was a lot of hand-wringing over nothing.
"Certainly DRAMs are under intense price pressure in the near term," said Nimalendra Vallipuram, an analyst at Bear Stearns & Co. "And for all chips there are certainly some near-term supply-and-demand issues. But none of these are fundamental issues."
Vallipuram said that there are some uncertainties in the chip market that still need to be sorted out, such as the effect the economic slowdown in Asia will have on chip demand. But in the long term, he said he is "very bullish on the chip market."
Drew Peck, an analyst for Cowen & Co., said there are two issues driving Motorola's decision to proceed with the Goochland County plant: its estimate of the long-term demand for chips and the quality of its capacity.
"Regardless of demand, Motorola may have to build this new plant merely to keep producing state-of-the-art chips," Peck said. "They may have to commit to this plant merely to stay competitive."
He added that the recent concerns over chip overproduction are more a short-term problem.
"Even if you have excess chip capacity, it's eventually going to disappear," Peck said. "Either because of increased demand or because it becomes obsolete."
Tad LaFountain, an analyst with Dominick & Dominick, said that while he sees excess chip capacity remaining an issue in the short term and pricing continuing to be weak through 1999, Motorola is less at risk because it consumes much of what it manufactures.
"Motorola takes a very long view," LaFountain said. "They may change course slightly due to changing winds, but they'll never head back to port."
He added that the Goochland County plant is not a big risk for Motorola because only one-quarter of it is "bricks and mortar, while three-quarters of it is tooling.
"That gives Motorola a lot of latitude," he said.
-Mark Yost; 201-938-5099 (END) DOW JONES NEWS 12-03-97
DuPont Photomasks, Inc.
FOR IMMEDIATE RELEASE
Contacts' Dianne Schedler
DPI Investor'PelatiODS
512-310-6559
Shellie M. Roth
Investor Relations Partners
973-535-8389
John Satterfield/Paul Kapur
Edelman Worldwide
(415) 968-4033
DuPont Photomasks Breaks Ground for NewProduction
Facility in Gresham, Oregon
GRESHAM, Ore., Dec. 3,1997 - DuPont Photowasks, Inc, (NASDAQ-DPNH), more commonly referred to as DPT, today broke ground for its new production facility in Gresham, Oregon, A ceremony was held at the site of the new plant on 13 acres leased from LSI Logic Corporation (NYSE:LSI), a world leader in the desim production and sale of advanced custom semiconductors,
DPI has retained the services of PageSoutherlandPage, Applied Dynamics, and Hoffman Construction to design and build the new state-of-the-art facifity. PageSoutherlandPage is a leader in semiconductor plant design and engineering and has completed over 200 projects worldwide. Applied Dynamics is recognized in the industry for its vibrational analysis capabilities and its unique clean room design concepts. Hoffinan Construction, based in Portland, Oregon, has constructed semiconductor manufacturing facilities worldwide, including several $1 billion "mega-fabs."
"The new Gresham. facility will focus on servicing the 15 existing or planned
semiconductor wafer fabs in the area," said J. Michael Hardinger, chairman and chief executive officer of DuPont Photomasks. "We are now the largest producer of photo.masks for the production of semiconductor devices with design rules at or below 0.35 micron. As leading- edge demand continues to increase, we are making the necessary investments to serve our customers' needs.
Photomasks are high purity quartz plates that contain precision images of integrated circuits and are used to pattern the circuit images onto semiconductor wafers, DPI is the largest photomask supplier in the world and the ordy fully integrated manufacturer that also makes photoblanks and pellicles, two essential components in photomask production.
The new DPI plant will include several important new features that have never before been incorporated into any photomask production facility in the world. The clean room will meet the critical operating parameters for devices down to 0. IO micron in size, and it will be modular in design to allow for dynamic modification in the future to accommodate advanced photomask production techniques now under development at DPI.
The sensitivity of the equipment and processes DPI VAII use to manufacture photomasks employing deep sub-micron design rules requires improvements to public infrastructure ensuring that the impact of ground vibrations is minimized. At present, Multnomah County, the Oregon Economic Development Department, the Oregon Department of Transportation, and DPI are working to develop a plan to satisfy those requirements.
"DPI will be an important addition to our area's semiconductor value chain," said Marcy Jacobs, regional development officer for the Oregon Economic Development Department, "All agencies are focused on providing the appropriate jnfrastructure required to manufacture these critical components and we expect to have all details finalized by mid-December. We look forward to welcoming DPI to our community."
The facility will occupy 71,000 square feet, including a 16,000 square foot, sub-Class 1 clean room housing the best equipment available in the industry. The project represents a total planned investment of approximately $75 million over the next four years. Operations are expected to begin near the end of 1998, and it is estimated that the facility will employ 200 people at full production, When the Gresham facility and a second plant currently under construction near Glasgow, Scotland, are complete, DPI will have eleven manufacturing facilities in its global network.
"DuPont Photomasks represents a solid addition to our local economy and Will further strengthen our rapidly growing semiconductor manufacturing base," said Gresham Mayor Gussie McRobert. "We are very bappy to see DPI build in Greshan-L"
DuPont Photomasks, Inc.
DPI is the world's largest photomask manufacturer, operating globally from rune strategically located facilities in North America, Europe and Asia. The company produces and supplies photomasks as well as photoblanks (photomask substrates) and pellicles (protective covers for photomasks), DPI is headquartered in Round Rock, Texas, and had worldwide sales in fiscal 1997 of over $260 million, DPI maintains a Web site at http-//www.photomask.com..
GGNS MeV - Enabling Technology being implemented
MOT - love the comments about staying competitive
DPMI - new mask making facility will take awhile to come on line but this signifies that the reticle shops are getting full and capcity is tightening up. This is a feast and famine situation. We are entering a time of famine, it seems. That means possible higher margins on the new generation of tooling since DPMI and PLAB may be in the drivers seat as more comples designs with more layers need to be allocated to customers.
Andrew |
