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To: Knighty Tin who wrote (52113)	3/16/1999 8:48:00 AM
From: David Semoreson	Read Replies (1) of 132070

Foundry customers scurry to pin down 0.25-micron capacity (from EE Times) eet.com HSINCHU, Taiwan — With Taiwan foundries reporting increased demand for their high-end services, wafer prices appear to have ended their freefall, and some fabless semiconductor companies are seeking to reserve capacity in writing. <snip> Securities analysts here concurred that Taiwan's foundries are in a much better position than last year. "Quarter-micron is hot now," said ING Barings securities analyst Don Floyd. "There is an increase in demand and a shortage of supply as far as the ability to actually manufacture parts at that process level and below." <snip> Increased demand has prompted some foundries to increase prices. "Wafer prices are now going up 20 percent to 35 percent," said Chang. "It depends on the product and at what process it's made. I'm cautiously optimistic about the future." GOOD NEWS FOR MU ? ** David

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