Silicon Investor (SI) -- The First Internet Community

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.

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

To: Gottfried who wrote (37192)	9/7/2000 7:37:59 PM
From: Grashopper	Read Replies (1) \| Respond to of 70976

I am not a good pasterI.E.one who pastes a news release into a SI post ; so did anyonelse see sfam's after hours earning warning? ALSO what if any Effect will that have on amat stockprice?...SEEMS THEY ARE PERHAPS MORE CONNECTED TO WHAT AMAT DOES THEN INTEL

To: Gottfried who wrote (37192)	9/8/2000 9:52:33 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Supply Shortage of Touch Panels Offers Opportunity for Taiwan September 8, 2000 (TAIPEI) -- Increasing demand for touch panels in cell phones, personal digital assistants and other information appliances has led to supply shortages of these components. According to the sector's estimate, the supply will fall short of demand by 40 percent in 2001 and 20 percent in 2002. Rapid growth in the market for handset products, cell phones, PDAs and other portable wireless products has generated a huge demand for touch panels. The sector also estimates that the soaring popularity of PDA, Webpad and Internet phones products will increase the global demand for touch panels to around 50 million units next year. Based on the known current production capacity of touch panel manufacturers in Japan, Korea, Taiwan and the United States, this year's total global production of touch panels has been calculated at around 30 million units, 40 percent less than total demand. By 2002, the touch panel supply is expected to grow by 30 percent, but will still fail to close the gap between supply and demand. The supply capacity will remain limited for some time, as upstream touch panel materials are mostly supplied from Japan, and plant expansion in Japan will take approximately a year to complete. Until a year ago, touch panel production was dominated by Japanese and U.S. manufacturers. Taiwan is now beginning to move into this market, with touch panel investment in the island rapidly growing, attracted by its growing cell phone and IA market. Eying potential in this sector, Audix Corp. and Powerchip Semiconductor Corp. have decided either to cooperate with other companies or diversify their present investments to gear up to exploit the burgeoning market for touch panel manufacturers. (Commercial Times, Taiwan)