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To: Proud_Infidel who wrote (36821)	8/16/2000 2:13:59 PM
From: Proud_Infidel	Respond to of 70976

Cypress sees stronger demand for low-power SRAMs in cell phones Semiconductor Business News (08/16/00, 11:17:51 AM EDT) SAN JOSE--In an attempt to assure investors that wireless chip boom is not cooling off, Cypress Semiconductor Corp. here said it expects sales of low-power SRAMs to Motorola Inc.'s cellular phone group to remain strong in the second half of 2000. In fact, Cypress said it anticipates 20% sequential growth in SRAM sales to Motorola in the third and fourth quarters, based on current demand projections. Those anticipated revenues will be ahead of the original forecast, said Cypress in a statement released Tuesday evening. Cypress' statement comes as some industry analysts attempt to revisit their forecasts for strong growth in cellular phones. Some industry observers are worried that bullish projections may be slightly overstated, with totals not completely adding up for various ICs used to make cell-phone handsets (see Aug. 15 story). But recently a number of chip makers have reiterated their outlooks. "The demand for Cypress low-power SRAMs from handset manufacturers, including Motorola, is continuing to grow at a vigorous pace," said Dan McCranie, executive vice president of mergers, acquisitions and new business development at Cypress. "With more than half of the year behind us, we now confidently expect our calendar year-over-year business with Motorola to increase by almost a factor of five. "This strong revenue growth is a result of Motorola's increased shipments of cell phones in 2000 as well as Motorola's strategic shift to higher performance cell phones, which require significantly larger SRAM memory," McCranie added. Cypress said it wanted to assure the market that strong demand continued for its MoBL (More Battery Life) SRAMs and to address speculation in recent weeks that growth in the cell-phone market was flattening.

To: Proud_Infidel who wrote (36821)	8/16/2000 4:07:49 PM
From: Tony Viola	Read Replies (3) \| Respond to of 70976

Brian, re Intel cranks up cell phone chip production in Shanghai You ought to take this article over to the Intel thread and ask someone like Elmer how numbers like 3,000 employees in its Shanghai plant by 2004 and 226 million flash-memory chips produced in the plant by 2004, compare with a typical Intel fab's microprocessor chip quantity production per year, and number of employees in a plant. The number of chips per year sounds huge, like almost double what Intel does in micros in a year in all plants. Number of employees sounds high with what has to be a high level of automation, especially by then, but I don't know. Tell you what, since I typed out all this stuff, I'll take it over myself. :-) Tony Message #36822 from Brian Kerecz at Aug 16, 2000 1:05 PM Intel cranks up cell phone chip production in Shanghai By Bloomberg News August 16, 2000, 10:30 a.m. PT SHANGHAI--Chip giant Intel will begin a five-year expansion of a Shanghai chip-assembly plant to meet rising demand for semiconductors used in mobile phones and other electronic devices. Intel plans to produce 226 million flash-memory chips annually in the plant by 2004, increasing capacity fivefold from last year's 85 million units, said spokeswoman Judy Wang in Shanghai. The chipmaker has budgeted $198 million for investment in the plant in Shanghai's Waigaoqiao export zone, she said. "The ground-breaking ceremony on Phase 2 of the plant will be held this Friday," Wang said. "It shows Intel's commitment to our China investments." Intel, along with multinational chipmakers such as Motorola and STMicroelectronics, established chip assembly and test operations in China during the last decade. Such investments have increased as China prepares to enter the World Trade Organization, which the U.S. Semiconductor Industry Association predicts will boost China's domestic and export markets for electronic goods. Still, NEC of Japan is so far the only foreign company with a chip-fabrication plant making silicon wafers in China. Motorola expects to start production of chips from a factory based in the northern city of Tianjin sometime in the next two years. Intel plans to employ up to 3,000 in its Shanghai plant by 2004, compared with the current 800 workers. The plant last year packaged $556 million worth of flash memory chips, which store software programs in cellular phones and digital audio players. Tony