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

To: Proud_Infidel who wrote (41034)	12/21/2000 4:03:53 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

300mm Semiconductor Processing Tools to Reach $11 Billion in 2001 Says The Information Network Business Editors/Hi-Tech Writers NEW TRIPOLI, Pa.--(BUSINESS WIRE)--Dec. 19, 2000--A rush to build 300mm fabs for first silicon in 2002 will spur sales of 300mm processing tools in 2001, according to the report The Global Market for Equipment and Materials in IC Manufacturing, recently published by The Information Network, a New Tripoli, PA-based market research company. "In 2001, 300mm equipment will be ordered for new fabs by semiconductor manufacturers that include Elphida, Mosel Vitelic, UMC, and two TSMC fabs -- translating to explosive orders for 300mm processing equipment," notes Dr. Robert N. Castellano, President of The Information Network. "Some of this equipment will be bridge tools, able to process 200mm and 300mm wafers." The market includes tools for CMP, CVD, PVD, Etch, Implant, Lithography, Metrology, Resist track, RTP/diffusion, and strip/clean. Reaping the rewards will be equipment manufacturers that include Applied Materials(NasdaqNM:AMAT); Tokyo Electron; ASM Lithography (NasdaqNM:ASML); Nikon (OTC:NINOY); KLA-Tencor (NasdaqNM:KLAC); Lam Research (NasdaqNM:LRCX); Novellus (NasdaqNM:NVLS); Canon (NYSE:CAJ); ASM International (NasdaqNM:ASMI); and Varian Semiconductor Equipment Associates (NasdaqNM: VSEA). "We're a year and a half into the current up-cycle and we see 2001 as another strong growth year with growth of 45.9% (see BusinessWire November 1, 2000). Inventory correction will primarily impact the computer and DRAM industry for a few quarters, but the communications and consumer sectors are still exhibiting solid growth. Unfortunately, negative press about the PC market does not consider that PC growth of 23.5% in 1999 was the highest it had been since 1995. Our projection for PC growth of 16.9% for 2001 will result in 157.8 million units sold. Growing worldwide demand for Internet bandwidth will continue and result in a greater need for networking and fiber optics equipment, requiring large amounts of semiconductors," added Dr. Castellano. The Information Network is the leading consulting and market research company addressing the semiconductor, computer, and telecommunications industries.