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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: maceng2 who wrote (259276)	9/8/2003 2:27:31 AM
From: maceng2	Read Replies (1) \| Respond to of 436258

Chip sales hit $12.9B in July 2003 Posted : EE times 8 Sept. eetasia.com /snippet Capacity utilization at the leading edge has reached 94 percent. "We believe that excess inventory in the supply chain is now negligible and in-line with normal patterns," /end snippet [The only thing that confuses me here is... What happened to all the shutdowns that normally occur at the bottom of the semi cycle? Normally, after a wafer size upgrade [in this most recent case 300mm] there should have been tons of excess capacity as all the 200mm equipment gets sold off for cheap. Half or more of the remaining contenders then get wiped out. Apart from some small amounts of cutting back, the capacity has increased manyfold, and we already had lots. Note article says "leading edge factory utilization"..pb]