SI
SI
discoversearch

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 : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: TI2, TechInvestorToo who wrote (8314)4/10/2000 2:45:00 AM
From: XBrit  Read Replies (1) | Respond to of 10921
 
WFR is a pure wafer play



To: TI2, TechInvestorToo who wrote (8314)4/10/2000 7:33:00 AM
From: Jim Oravetz  Respond to of 10921
 
Silicon wafer suppliers continue to warn of shortages in 2000
By Nadya Anscombe and Yoshiko Hara
EE Times (03/07/00, 08:49:48 AM EDT)
MARSEILLE, France -- Vendors of raw 8-inch silicon wafers, whipsawed by the rapid fluctuations in the semiconductor industry, warn that a shortage of the disks could grip the chip industry as early as this year

Message 13100849

A few specific company names mentioned. Mostly about the wafer industry as a whole. It does mention that most have invested in 300mm production tools, but are waiting for demand to surface.

Jim



To: TI2, TechInvestorToo who wrote (8314)4/10/2000 8:13:00 AM
From: Jim Oravetz  Read Replies (2) | Respond to of 10921
 
FWIW, go here and search for "wafer AND ingots"

semi.org

Jim