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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (1035)	6/7/2002 10:36:34 AM
From: Proud_Infidel	Respond to of 25522

UMC, TSMC report sales gains for May amid a mild foundry upturn By Semiconductor Business News Jun 7, 2002 (6:53 AM) TAIPEI, Taiwan -- Based on sales figures for May alone, Taiwan's two silicon foundry giants continue to pull out of the current semiconductor downturn. Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC), the world's largest foundry provider, reported sales of $446 million (NT$15.2 billion) for the month of May, up 13.7% from April and an increase of 77.8% in the like period a year ago. From January to May, TSMC's sales were $1.9 billion (NT$64.3 billion), up 12.3% from the like period a year ago. The Hsinchu-based company also reported that its overall fab utilization was “over the 80% range.” TSMC's rival, Hsinchu-based United Microelectronics Corp. (UMC), reported sales of $195.2 million (NT$6.6 billion) for the month of May, up 26.5% from April and up 34% from a year ago. From January to May, UMC reported sales of $706.7 million (NT$24 billion), up 30% from the like period a year ago.

To: Gottfried who wrote (1035)	6/7/2002 11:48:06 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

This trend needs to change, possibly with some help from the government..... U.S. broadband industry reports lowest growth on record for 1Q, says report Semiconductor Business News (06/07/02 11:00 a.m. EST) SAN DIEGO -- In another blow for the communications market, the U.S. broadband industry reported its lowest growth on record in terms of subscribers for the first quarter of 2002, according to a report from ARS Inc. here. Fresh off a stellar fourth quarter that saw nearly 15% growth to 12 million U.S. subscribers, the broadband industry slowed to just over 12% growth in the first quarter of 2002, according to the San Diego-based market research firm. The figures include both cable and digital subscriber line services. A total of 13.5 million Americans have now signed up for broadband service, representing an adoption rate of a little more than 12%, based on 110 million U.S. households, ARS said. “Despite the prognostications of many industry analysts, consumer broadband service, now entering its fifth year of widespread availability, has yet to firmly prove its value to consumers,” the report said. “There is much blame to be spread around for this fact, and no shortage of targets on which to place this blame,” the report said. “Perhaps most importantly in the story of broadband's struggles is the lack--or perceived lack--of truly compelling content that requires a broadband connection,” it said. “There are the usual suspects: industry consolidation that has led to fewer choices for consumers as well as higher monthly prices; the Excite@Home network shutdown which has hampered cable company growth efforts; and a stagnating economy that has left many consumers with the feeling that broadband is a luxury item they can do without until we experience an economic rebound,” it added.