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Politics : Formerly About Applied Materials
AMAT 220.28-6.4%Nov 20 3:59 PM EST
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To: Big Bucks who wrote (14062)1/2/1998 5:56:00 PM
From: Warren  Read Replies (1) of 70976
 
Will non-Asian FABS make additional capital investment in order to keep up with the projected demand for chips? SEMI (on their web site) makes the following projections:

Global Industry/Global Economic Foundation of the New Millennium

So omnipresent is the integrated circuit that many believe the semiconductor industry -- and in
turn, the semiconductor equipment and materials industry -- will be the driving force of world
economics in the twenty-first century.

The worldwide demand for chips is growing so rapidly that plans are in place to add at least 30
new "fabs" in the U.S. alone between now and the year 2000, requiring nearly $30-billion worth of
new equipment.

Similar growth is forecast throughout the world, specifically in Japan, Southeast Asia and Europe.
Japan, behind the U.S., is the second-largest producer and consumer of semiconductors and
equipment and materials, while Southeast Asia is the world's fastest-growing region.

From 1996 to 2001, forecasters predict that:

The global electronics industry will grow at a five-year compound annual growth rate (CAGR)
of 10 percent from $851 billion to $1,380 billion
The semiconductor industry will grow 16 percent (CAGR) from $132 billion to $275 billion
The semiconductor equipment industry will grow by 12 percent (CAGR) from $26 billion to
$45 billion
The materials industry will grow by 12 percent (CAGR) from $19 billion to $33 billion
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