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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (15714)	6/14/2004 4:19:49 PM
From: Donald Wennerstrom	Respond to of 95596

Maximum capacity estimates are there to be broken; TSMC's Fab 6 gives a demonstration <<The Semiconductor Reporter June 11, 2004, 12:55 p.m. EDT HSINCHU, Taiwan -- Taiwan Semiconductor Manufacturing Co. Ltd., which has said that it expects to acheive 105% capacity utilization this quarter, popped a cork today to celebrate its Fab 6 in Tainan Science Industrial Park hitting production levels of 70,000 wafers per month, compared to its planned installed capacity for this quarter of 64,000 per month. The company also said that 90 days after installing the first tools at its second 300-mm fab, Fab 14 in Tainin, it had acheived high yield production, equalling yields seen at Fab 12 in Hsinchu, a 300-mm fab that has been in operation for over a year. Fab 6 currently accounts for 16% of TSMC's total wafer capacity, the company said. With Fab 14 ramping up, by the end of 2004, the total capacity of TSMC's fabs in Tainan is expected to increase to 17% of TSMC's total wafer capacity. The figure is expected to reach about 25% by the end of 2005. Of the 70,000 8-inch wafers produced in May at Fab 6, more than half were manufactured in 0.13-micron process technology. The percentage of wafer output adopting low-k dielectrics has increased significantly, the company said, but it did not give specific numbers.>>