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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (35082)	5/8/2000 1:36:00 PM
From: tech101	Read Replies (1) \| Respond to of 70976

How Well Do You Know the Chip Business? Quick! What company is the world's largest independent provider of semiconductor packaging and test services? Give up? Here's a hint -- it's headquartered in West Chester, Pa. Not a good hint, huh? The world leader is Amkor Technology and this week it solidified its position by taking over direct ownership of all of its packaging and test operations. In a deal worth $1.4 billion, Amkor picked up three semiconductor assembly and testing factories in South Korea from Anam Semiconductor and invested $459 million to increase its stake in Anam's silicon foundry business from 19% to 43%. The fab, located in Buchon, South Korea, will be cranking out 25,000 eight-inch wafers per month by the third quarter. Amkor now owns seven chip-assembly and testing factories with more than 3.5 million square feet of manufacturing space and an additional 1 million for future expansion. These seven plants packaged 1.4 billion semiconductors in 1999, or about 6% of the world's supply, according to Amkor. semibiznews.com

To: Proud_Infidel who wrote (35082)	5/9/2000 6:49:00 PM
From: Dr. Mitchell R. White	Read Replies (1) \| Respond to of 70976

Thanks for the info on DRAM, Brian. It's pretty much the party line now that SDRAM, and fast video RAM (which is also made on the same production lines), will be in short supply the latter half of this year. Just in time for the 1 GHz comps to come out for Christmas! We might even see DRAM prices go up 2x-3x for a very short time. (Okay, I said MIGHT. <g>) Sorta like the way the NASDAQ went up; remember that? =8-0 I'm confused a little bit, still; seems not everybody's got their inventory numbers quite right. Did you look at that recent Contrarian article here on SI? If he's right, then there's a Major Gap between Reality and what the DRAM makers are saying. In any case, I just bought 128MBytes for my wife's home computer, just in case. Prices at the vendor are trending up already.... Mitch