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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (23998)	1/17/2000 10:28:00 PM
From: Roadkill	Respond to of 25960

Zeev, my question isn't how many new fabs are under construction, but how many steppers these fabs will need. I think a background concern for many analysts is that there will be a saturation point that will stagnant, or reverse, CYMI's revenue growth, despite the spares and service revenue ratcheting up. Basically, if everyone already has a DUV stepper, where is the growth going to come from? Of course, the same concern hasn't affected ASML, strangely enough. In any event, what's your understanding of how many steppers a typical fab needs? RK (long CYMI)

To: Zeev Hed who wrote (23998)	1/17/2000 10:52:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 25960

Zeev, As of last quarter's earnings conference call (for the 3rd calendar quarter of 99), there were close to 30 Fabs, shells, or major new lines being equipped. I think it was high 20s but it may have been low 30s. Since then the chipmakers have opened up their purses. I suspect that we'll hear that there are at least 50 fabs or equivalent now being equipped. In any case we'll have a very good handle within the next 2 weeks. Ian.

To: Zeev Hed who wrote (23998)	1/18/2000 5:42:00 AM
From: Andrew Vance	Respond to of 25960

Came across this and thought you moght be interested. we have to raise our numbers now. 6 Taiwan semiconductor makers to set up 12-inch wafer plants Taipei, Jan. 16, 2000 (CENS)--Six domestic semiconductor manufacturers are constructing or will establish seven 12-inch wafer fabrication plants, with five in Taiwan, one in Japan, and one in Canada. The six manufacturers are Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC), Taiwan's largest provider of wafer foundry service, United Microelectronics Corp. (UMC), the second largest wafer foundry maker, Winbond Electronics Corp., ProMos Technologies Inc., Silicon Integrated Systems Corp., and Mosel Vitelic Inc. Apart from ProMos which is listed on the local over-the-counter securities market, all the others are listed on the Taiwan Stock Exchange. TSMC and Vanguard Semiconductor International Corp. began the construction of a joint venture 12-inch wafer factory in the Hsinchu Science-based Industrial Park (HSBIP) located in Hsinchu City, northern Taiwan, on Dec. 15, 1999. TSMC's investment share is NT$60 billion. With commercial operation to start in the fourth quarter of 2001, the factory can produce 25,000 12-inch wafers a month. UMC and Hitachi of Japan will invest US$350 million each to establish a 12-wafer fabrication plant in Japan. The plant will begin commercial production in April 2001, the first one of its kind in the world. Meanwhile, UMC is constructing a plant of 40,000 12-inch wafers in monthly production capacity in the Tainan Science-based Industrial Park (TSBIP) located in Tainan County, southern Taiwan, with an investment of NT$90 billion. The commercial production capacity is scheduled for the end of 2001. Winbond has rented a 12-hectare site in the TSBIP for the construction of a 12-inch wafer factory with an investment of NT$100 billion. ProMos and Infineon of Germany will set up a 12-inch wafer plant in the HSBIP with completion scheduled for the fourth quarter of 2001. The commercial operation of the plant will begin in the first half of 2002, with monthly production capacity to increase from 5,000-8,000 12-inch wafers initially to 20,000 wafers eventually. Silicon Integrated plans to build a 12-inch wafer factory in the TSBIP with an estimated investment of NT$90 billion. The site in the TSBIP is large enough for constructing two such factories. Mosel Vitelic will invest NT$75 billion to establish a 12-inch wafer plant in Canada. Andrew