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

To: Proud_Infidel who wrote (50150)	8/3/2001 8:58:55 AM
From: Proud_Infidel	Respond to of 70976

Taiwan's Winbond planning US$3.5bn chip plant By Reuters Published: August 2 2001 16:10GMT \| Last Updated: August 2 2001 16:12GMT Winbond Electronics, the Taiwanese maker of dynamic random access memory chips, said on Thursday that it planned to invest T$120bn (US$3.5bn) to build a fabrication plant for 12-inch wafers in the island's northern Hsinchu science park, Reuters reports from Taipei. Thomas Hsu, Winbond finance manager, said the new plant would have a designed production capacity of 40,000 12-inch wafers per month. "We may build the plant in two stages, first with 10,000 wafers of capacity and the second with 30,000 wafers," Mr Hsu said. He said Winbond had applied to the Hsinchu science park administration for land approval but he declined to say when construction was expected to start or give other details. Winbond shares ended unchanged at T$20.30.

To: Proud_Infidel who wrote (50150)	8/3/2001 10:01:05 AM
From: robert b furman	Respond to of 70976

Hi Brian, It's like Morgan says - "You've got to Pay TO Play".As the glut in chips reduces ASP - The strong players are reinvesting in technology upgrades(300mm).As these products come into the market-some margin is better than negative margin. This will ultimately result in the shuttering of old tech plants and hopefully some more consolidation. What I don't want to see is a foreign country printing money to buy market share and the devaluing their currency like we saw in Oct 98.Hopefully there is more sanity in this market - that's scary? huh Bob