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Politics : Formerly About Applied Materials
AMAT 249.89+3.1%3:59 PM EST
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To: Ian@SI who wrote (24520)9/21/1998 11:28:00 PM
From: Ramsey Su  Read Replies (2) of 70976
 
Ian,

it is my understanding that North American btb means North American companies, therefore excluding companies like Nikon. May be Katherine can verify.

In the mean time, is this old news?

OSAKA (Nikkei)-Matsushita Electronics Corp. has decided to postpone
the start-up of operation at two semiconductor plants due to weakening
demand for memories, company officials said Monday. The company
also plans to cut annual capital outlays to 60 billion yen from the
originally budgeted 100 billion yen for four years from this fiscal year.

Operation of a chip production plant at its Tonami factory in Toyama
Prefecture will be delayed until the beginning of 1999 as 64-megabit
chip prices have fallen further than expected. The new plant, which is
capable of producing the equivalent of 3,000-5,000 8-inch wafers with
circuit width of 0.25 micron a year, had been slated to fabricate
32-bit microcontrollers and 64-megabit DRAMs.

Meanwhile, Matsushita Electronics will also postpone constructing an
advanced chip plant at either its Niigata or Toyama plants until
sometime after 2000. Advanced manufacturing technology will be
adopted at the new plant to make chips with 0.18 micron circuit width.

Matsushita Electronics saw a low 370 billion yen in chip sales in fiscal
1997, with DRAM sales accounting for only 5-6%. The Matsushita group
has also decided to shut down its U.S. chip-making subsidiary by the
end of the year.

(The Nihon Keizai Shimbun Tuesday morning edition)
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