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Technology Stocks : Cymer (CYMI)
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To: Alan Gallaspy who wrote (21178)2/24/1999 5:56:00 AM
From: Curlton Latts  Read Replies (1) of 25960
 
TSMC is also setting its sights on even
deeper submicron technology. The company is sampling
chips made on 0.18-micron lines this year and will migrate to
0.15 micron next year. TSMC expects to roll out
0.13-micron lines with full copper interconnect capability by
the first half of 2001.

TSMC's capacity outlook ties in with a renewed sense of
confidence in the overall semiconductor market, said
BancBoston analyst Susan H. Billat.

“There is an industry turnaround. Things are getting better
and better, and they are getting better faster than was
previously expected” she said, adding that a number of
company executives mentioned during the technology
conference that they are considering asking their boards to
increase capital spending levels to meet the projected
demand.

“We're running out of capacity,” Billat said. “In the last year,
the strategy was to use existing fabs, and use investments to
shrink dies. Now companies are going to be making
"capacity buys," or investing in capacity expansion.

eet.com
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