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

To: rhering who wrote (7701)	10/23/2003 12:36:03 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

Check out the new feature on Amazon today. You can search any book using any phrase within the book! I think that'll use some additional IC's:-)))) Brian

To: rhering who wrote (7701)	10/24/2003 11:02:46 AM
From: C_Johnson	Respond to of 25522

Hi Roger, Good note. Thanks. Lots of items to consider. Over the near term I expect the transition to 300MM will accelerate the retirement of older technology systems. It will be interesting to see in three years time what percentage of chip revenue is 200MM & lower vs 300MM. This is just my opinion but for KLA I suspect that the ratio of 300mm to 200mm equipment shipped will be higher than it will for others in the business. Some of the recent comments I have been hearing from suppliers indicate that the coming ramp is being more driven by 200mm tool shipments - the ratio being well over 50% of all tools ordered. Obviously these tools are being delivered for the production of devices using well-understood process technology so there may not be the need for as many inspection and measurement tools. Also, these tools seem to be heading to hot manufacturing spots - Taiwan and China to name two. I think 200mm is going to have legs for quite a while. There are a number of reasons behind this - too many to list in one message. Regards, Carl

To: rhering who wrote (7701)	10/24/2003 11:34:07 AM
From: C_Johnson	Read Replies (3) \| Respond to of 25522

Hi, One more post before I head to the grindstone. This one deals with the 200mm vs. 300mm tool ramp. The table is also from the Fab Manager's writeup I mentioned in my post to Cary. This is where the action is - a 200mm ramp in China (forgive me for the formatting - it almost lines up): How much capacity will be added over the coming years? Here is breakdown of the fab projects in China (some of this has changed because we are mid-way through the year but generally these are correct): Company Name Cap. Invest ($B) Line Spec. Capacity Prod. Start (Kwfs/m) Date SMIC (Bejing) 12” 100nm SMIC (Bejing) 1.2 8” 180nm 30 end of 2003 SMIC (Shanghai) 1.476 8” 130nm 85 2002 Tianjin (Motorola) 1.9 8” 180nm GSMC (Shanghai) 1.64 8” 250nm 50 2003/Q3 Shanghai Belling 8” 350nm ASMC 0.34 8” 250-350nm 10 2003/Q4 Shenzhen ShenChao 0.6 8” 250nm 20-30 2003/Q3Q4 Zhuhai NanKe 0.255 8” 250nm XianKe NaMi Suzhou HeJian 8” 250nm TSMC (Shanghai) 8” 250nm 80 Bejing ChuangXun 0.2 6” 350-800nm Leshan-Phoenix 0.375 6” 250nm (Analog) Ningbo ZhongWei 0.22 6” 1000-3500nm 60 Nanxun YuanTai 0.27 6” 350nm American XiLing 0.3 8” Source: CCID Older, well understood technology nodes are being ramped in China. A lot of used equipment is being absorbed here. From what I understand though, the inventory at places like GE Capital has shrunk considerably during this year. Hope you find the info useful. Carl