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Technology Stocks : Semiconductor Industry Sales Trends
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To: Michael Sphar who wrote (42)8/2/1998 6:40:00 PM
From: Michael Sphar  Read Replies (1) of 105
 
Siemens minor DRAM fab capitulation, more details:

exchange2000.com

Claims the UK fab represented 20% of total Siemens DRAM capacity. That suggests Siemens total output of DRAMS on the order of 15000 wafers starts per week.

They have four other fabs elsewhere in the world providing the remainder. Assuming equal loading that would be 3000 wafer starts at each per week. If true, this sounds like a small part of the total market. Siemens ranks 12th in total semiconductor output per another post somewhere. So I find these stats somewhat in opposition. Nevertheless any capitulation in this market war will be good for the remaining players.

Siemens has taken issue with Korea, concerned with IMF funding possibly going to subsidize Korean DRAM manufacturers. A proposal for more US contributions to IMF is held up in US Congress. Another news article states that Korean government has recently levied large fines on Korean chaebol for filtering IMF funded money to subsidized businesses. Looks like the international DRAM war continues to heat up. Eventually a significant shakeout will occur, but more time, rhetoric and money need to pass.

Note also from the cited post, that Siemens management claimed this years total revenues from worldwide semiconductor sales is forecast to be $130-$140 billion, which is well below $200b forecast from 3 years ago. And further claims Korean suppliers provide 40% of worldwide DRAM supply. Also note elsewhere in the posting, use of the word "bloodbath".
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