PRI Automation (PRIA) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PRI Automation (PRIA)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ian@SI who wrote (679)	5/22/1999 7:19:00 PM
From: Nevin S.	Read Replies (1) of 1214

Thank Ian for this post (repost from Cymer thread). I wonder if this is the start of the move to 300 MM. It seems that all eyes were on Intel and DRAM manufacturers but maybe the shift will occur first among the foundries as they look to add capacity at the leading edge of production technology. While the news release says nothing about automation and PRIA specifically, all the research I've read indicates that 300 MM wafer plants will have to increase automation for several reasons 1) to reduce cost of operation 2) with investment dollars rising to speed operation and increase through-put and 3) to reduce losses due to damage in handling which is increases in importance as the value of larger wafers increases. From what I remember Lehman estimates the average 300 MM wafer fab will have something like $60-$70MM in automation equipment which is an incredible opportunity for PRIA. To: Robert Grutza (22071 ) From: Ian Stromberg Friday, May 21 1999 8:54AM ET Reply # of 22083 Nice find that originated with AP... May 20, 1999 Dow Jones Newswires DJ Taiwan Semicon Planning 12" Wafer Plant With Vanguard Dow Jones Newswires TAIPEI -- Taiwan Semiconductor Manufacturing Co. (TSM) is planning to build a 12-inch wafer plant with unit Vanguard International Semiconductor Corp., a spokesperson at the world's largest pure chip foundry said Friday. It will be the first plant that Taiwan Semiconductor will build with Vanguard, a 27%-owned unit that is listed on the island's Over-the-Counter market, the spokesperson said. No other details were immediately available. Local newspapers reported that work on the facility is slated to begin next year, with production expected in 2001. The plant will use leading-edge 0.13 micron manufacturing technology, they added. At 0345 GMT (11:45 p.m. EDT Thursday), Taiwan Semiconductor's stock was trading NT$4.50 (US$1=NT$32.788) higher at NT$115.00 on volume of 49.1 million shares. Memory chip maker Vanguard was trading NT$0.70 higher at NT$25.50 on volume of 5.0 million shares. -By Dermot Doherty; (8862) 2502 2557; ddoherty@ap.org

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next