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

To: StanX Long who wrote (60177)	2/8/2002 3:22:11 AM
From: StanX Long	Read Replies (1) \| Respond to of 70976

Recovering foundry business won't get lift from shortages in five years, say analysts By Mark LaPedus Semiconductor Business News (02/07/02 19:16 p.m. EST) siliconstrategies.com MOUNTAIN VIEW, Calif. -- While the silicon foundry business is expected to grow at a healthy 25% clip per year until the middle of this decade, a massive build-up of fab capacity is expected to upset the delicate supply/demand balance in this segment, said analysts from Semico Research Inc. The events are projected to cause worldwide foundry capacity to exceed overall wafer demand on the average--at least until 2006, according to Semico. Those projections are not based on a particular process technology, but rather on the overall supply/demand picture for the foundry industry over the next five years, according to Phoenix-based Semico during a meeting in Mountain View this week.