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

To: StanX Long who wrote (59673)	1/30/2002 3:30:15 AM
From: StanX Long	Read Replies (1) \| Respond to of 70976

Nikon leads litho market in 2001, but ASML could grab top spot in 2002, say analysts By Mark LaPedus Semiconductor Business News (01/29/02 11:38 a.m. EST) siliconstrategies.com SAN FRANCISCO -- The current semiconductor downturn caused some surprising results in terms of market share for lithography vendors in 2001. This included Canon Inc.'s move to surpass ASML Holding N.V. as the world's second largest lithography vendor last year, according to combined estimates from Morgan Stanley Dean Witter & Co. here and VLSI Research Inc. in San Jose. In terms of worldwide exposure tool shipments for IC production in 2001, Japan's Nikon Corp. remained the world's largest semiconductor lithography supplier, followed by Canon of Japan, ASML of the Netherlands, and Ultratech Stepper Inc. of the United States, according to the estimates, which were issued by Morgan Stanley based on data from VLSI Research. But ASML is poised to leap ahead of its Japanese rivals and become the world's largest lithography vendor in terms of unit shipments in 2002, said Morgan Stanley analysts. This forecast includes tools for IC production only and excludes exposure systems for flat-panel display manufacturing, it was noted. In total, worldwide shipments of lithography tools fell 34.7% last year to 805 systems in 2001 from 1,232 systems in 2000, according to the new estimates. In 2002, worldwide tool shipments are expected to drop by 24% to 612 units, according to the new forecast. In total, Nikon's worldwide market share jumped from 35% in 2000 to 41% in 2001, according to the estimates. Nikon delivered a total of 434 tools for chip production in calendar 2000, but its 2001 shipments dropped 24% to 330 tools, according to the report's estimates. The surprise of the year was Japanese rival Canon, which jumped from third to second place in terms of market share last year. In total, the company's worldwide market share jumped from 23% in 2000 to 31% in 2001, according to the new estimates. Canon also delivered a total of 284 tools for chip production in 2000, but its shipments of IC tools were estimated at 250 units in 2001, a drop of 12%, according to the report. While both Nikon and Canon gained market share in 2001, the two companies also benefited from a surge in shipments during the first quarter of 2001, said analyst Steven Pelayo, who tracks the chip-equipment business for Morgan Stanley in San Francisco. "Canon had a great year," Pelayo said. "But Japan's F4Q ending March 2001 impacted the share shifts in calendar 2001," he said. Canon reports its year-ended numbers on a calendar year. Nikon, which reports its year-ended numbers in March 30, 2001, was able to ship a significant number of tools in its fourth fiscal quarter last year--just at the end of the semiconductor boom cycle and the beginning of the current downturn, according to the analysts.

To: StanX Long who wrote (59673)	2/6/2002 9:05:11 PM
From: Hawkmoon	Read Replies (1) \| Respond to of 70976

Hey Stan... What's the low-down on HPL Technologies (HPLA).. There's no discussion thread for the company and I've done some cursory diligence (on behalf of the Mrs. who asked me to do so).. I see they are growing pretty quickly as per their last quarterly, but the revenues are still sub-par vis-a-vis current market valuation of $400 million. Combined with the fact that INTC has apparently spent all of their money last year for capital upgrades, and AMD is supposed to be the main player this year for capitalization expenditures, how is HPLA positioned?? It attained a new high in December but has been selling off ever since. Run up to pump up value before the merger with Testchip? Appreciate any assistance or direction to a thread where folks have been discussing the company. Hawk