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

To: Gottfried who wrote (6747)	8/13/2003 1:46:48 PM
From: Proud_Infidel	Respond to of 25522

Price of 300-mm wafers to rise 10%, says report Silicon Strategies 08/13/2003, 5:52 AM ET TAIPEI, Taiwan -- Prices for 300-mm blank wafers are expected to increase by 10 percent, to over $400, in the fourth quarter as a result of foundries and DRAM makers expand manufacturing capacity, according to a Digitimes report that cited Taiwanese wafer suppliers as sources. Wafer suppliers including Taisil Electronic Materials (TEM) and Shin-Etsu Handotai have reported tight supply for 300-mm diameter wafers, saying that their own expansion of manufacturing capacity has fallen behind the growth of demand, the report said. Fourth quarter 2003 demand for 300-mm wafers is expected to be 50 percent greater than demand in the first quarter of 2003, according to the report. Some wafer suppliers, including Japan-based Komatsu Electronic Metals and US-based MEMC, have been conservative in expansion plans, the report said.