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

To: Proud_Infidel who wrote (37354)	9/21/2000 3:34:34 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Applied Materials' Bronson on Chip-Equipment Demand: Comment By Cesca Antonelli San Francisco, Sept. 20 (Bloomberg) -- Applied Materials Inc. Chief Financial Officer Joe Bronson comments on demand for the No. 1 semiconductor-equipment maker's products, new tools coming out and spending by memory-chip makers in the coming year. Bronson made his remarks during a presentation at a Banc of America Securities investment conference in San Francisco. ``We see significant growth in electronics, where semiconductor revenue might be as high as $200 billion this year. We believe there will be continuing further capacity additions for (chips with smaller wires at) 0.18 micron, particularly by the foundries and Japan. The tendency to new materials will continue. In 300-millimeter (wafers), there's a lot of investment going on.'' ``Japan is increasing quite nicely after being in the doldrums. For them to be competitive in the space, they've got to continue. We see another 50 percent year (in growth in spending next year) after 50 percent growth (this year).'' On the new copper-module tool to be unveiled by year's end: ``The momentum for getting this done is increasing significantly. To do this is very difficult because you have to have all the components integrated and optimized. The reason why it's taken quite a bit of time is there's quite a bit of integration activity.'' On dynamic random-access memories, the main memory chips in personal computers: ``At the current prices, all the DRAM manufacturers are making pretty good money. For the underlying applications, we're going to see parity between supply and demand. There will be capacity put on in 2001. I think we'll see Micron (Technology Inc.) investing in the Lehi (Utah) facility. Samsung (Electronics Co.) is going to add another fab. Hyundai (Electronics Industries Co.) has got a lot of work to do upgrading its facilities, and it has already done that, has started doing that.''