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To: robert b furman who wrote (2526)	12/12/2001 11:25:45 AM
From: Proud_Infidel	Respond to of 7827

[World DRAM Prices] Spot Prices Exceed Contracts, Show Stable Movements December 12, 2001 (TOKYO) -- The 30-day rolling average spot prices for 128Mb DRAMs exceeded those for large-volume users in the three major markets of Europe, the United States and Asia, according to a survey of world DRAM prices by ICIS-LOR, which has bases in London, Houston and Singapore. Although there were certain movements on a daily basis in early November whereby the spot prices rose for a short time and then dropped, they are currently stable at a higher level than the price rises for large-volume users. In Asia, prices for large-volume users also rose slightly on a daily basis. The 30-day (Oct. 25-Nov. 23, 2001) rolling average prices for 128Mb DRAMs (PC133, 16M x 8) for large-volume users were US$1.21 in North America, US$1.28 in Europe, and US$1.11 in Asia. Compared with the previous week (the 30-day rolling average ended Nov. 16), the prices fell by 3.75 percent in Notrh America, by 4.25 percent in Europe, and by 6.33 percent in Asia. As for the prices for memory modules, the spot prices for 128MB DIMMs (PC133) increased by 8.06 percent in North America to US$10.79, by 5.96 percent to US$11.51 in Europe and by 7.81 percent to US$10.35 in Asia compared with the previous week. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) Oct. 25-Nov. 23, 2001 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$1.21 -3.75% Europe US$1.28 -4.25% Asia US$1.11 -6.33% *Week-on-week comparison is the comparison with the 30-day rolling averages of Oct. 18-Nov. 16, 2001. Previous report: Spot Prices Rise in North America, Asia (Tamao Kikuchi, Nikkei Market Access)

To: robert b furman who wrote (2526)	12/12/2001 3:56:08 PM
From: Proud_Infidel	Respond to of 7827

Monthly sales pattern shows chip recovery may be underway, says Semico Semiconductor Business News (12/12/01 13:32 p.m. EST) PHOENIX -- Don't look now but a semiconductor recovery may already be underway, according to Semico Research Corp. here, which believes analysis of October sales data shows evidence of a rebound occurring this fall. Last month, Semico Research said increases in average selling prices for ICs in September and steady unit growth were setting the stage for a recovery and potentially strong increases in chip sales next year (see Nov. 16 story). But now the Phoenix-based research firm believes October sales data from the Semiconductor Industry Association (SIA) indicates that a solid recovery may already be underway. Semico said it has now set its forecast for semiconductor growth in 2002 at 20%. Its forecast is more bullish than estimates from other research firms, which are generally calling for slight growth in chip revenues next year, in the range of 1-to-6% from 2001. Most industry estimates show chip revenues plunging 32-to-35% in the 2001 downturn. But Semico today said it is now detecting stronger-than-expected growth in the final months of 2001 after analyzing the typical "saw-tooth pattern" of monthly semiconductor sales. The research firm noted that chip revenues in the first month of a calendar quarter usually drop from the last month in the prior quarter. The second or middle month in a quarter will often show a slight rise in sales from the first month. The third month in a quarter usually has a significant increase in revenues from the second month in the quarter, said Semico, which added that the saw-tooth pattern is well know but it often obscures trends. So, Semico removed the saw-tooth effect and compared the first months of each quarter for the past two years. Semiconductor sales in the first month of each quarter increased from January 2000 to October 2000, and then a decline began, lasting until July 2001. But, October sales increased compared to July, hinting that a recovery may have begun, said Semico. The research firm said some semiconductor product types--such as flash memories, standard cell ICs, micrologic, and analog devices--showed first-month to first-month increases in October over July, while other segments do not. Analog semiconductors have often been a leading indicator of market conditions, noted Semico. The research firm said it remains confident that its 20% growth forecast for total semiconductor sales in 2002 is on track.

To: robert b furman who wrote (2526)	12/14/2001 8:36:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 7827

Samsung Electronics to Implement 0.13-Micron Technology in SOC Chips December 14, 2001 (SEOUL) -- Samsung Electronics Co., Ltd. announced Dec. 12 that it would implement 0.13-micron circuit-width technologies to produce system-on-chip (SOC) microchips. The technology reduces microchip size by half in comparison to current microchips, which employ 0.18-micron technology, and reduces electricity consumption by 33 percent, the company said. The SOC chips will be installed in PDAs, networks and CPUs, Samsung Electronics said, adding it hopes to develop 30 types of next-generation SOC chips in 2002. The company has set its sales goal at US$1 billion for SOC sales by 2005. (Maeil Business Newspaper, Korea)