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

To: Gottfried who wrote (2000)	8/1/2002 3:54:15 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Semiconductor Sector Begins a Faltering Recovery, But Long-Term Growth Prospects Remain Positive, Says S&P Equity Analyst in New Report Asia Surpasses North America as Global Chip Leader in Current 'Upcycle' NEW YORK, Aug. 1 /PRNewswire/ -- Standard & Poor's expects that demand for semiconductors will increase in 2003, after remaining flat or turning slightly positive for the remainder of 2002. In addition, the financial research and investment analysis firm said that this sector recovery is likely to last through 2004 or 2005. These forecasts are part of a newly released report: Standard & Poor's Industry Survey on Semi-conductors, covering semiconductor chips which are sold to electronics equipment manufacturers. Standard & Poor's Industry Surveys series keeps a watchful eye on 51 U.S. industries, offering insights into trends and conditions that affect leading companies' market performance. Industry Surveys for the Semiconductor Industry looks at key industry factors such as the trend toward low-power-consumption chips, the exploding demand for low-cost microprocessors driven by entry-level PCs, and the telecommunications industry's demand for chips. In addition there is a look at key players in the chip industry such as Intel (Nasdaq: INTC - News), Micron Technology (NYSE: MU - News), and Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM - News). "Growth in the current semiconductor market has been led by Asia," says Thomas Smith, semiconductor analyst and author of Standard & Poor's Industry Survey on Semiconductors. "While North America had the highest market share in 2000, with 31% of the worldwide market, Asia/Pacific took the lead in 2001, and is the only region expected to see sales growth in 2002. This economic shift reflects an increase in outsourcing of chip production to Asian contract chip manufacturers, local production cost advantages, and growing consumption of electronics goods in the region," concludes Smith. Readers can purchase individual copies of the Standard & Poor's Industry Surveys online at sandp.ecnext.com, or can inquire about annual subscriptions to the full Industry Surveys series covering 51 industries by telephone from Standard & Poor's at 800-523-4534, or via e-mail sent to clientsupport@standardandpoors.com. Standard & Poor's, a division of The McGraw-Hill Companies (NYSE: MHP - News), provides independent financial information, analytical services, and credit ratings to the world's financial markets. Among the company's many products are the S&P Global 1200, the premier global equity performance benchmark, the S&P 500, the premier U.S. portfolio index, and credit ratings on more than 220,000 securities and funds worldwide. With more than 5,000 employees located in 18 countries, Standard & Poor's is an integral part of the global financial infrastructure. For more information, visit standardandpoors.com. SOURCE: Standard & Poor's