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

To: Sam Citron who wrote (12271)	12/2/2004 8:29:00 AM
From: matt dillabough	Read Replies (2) \| Respond to of 25522

TSM TSMC hints inventory pressure is about to ease - Digitimes (8.18 ) Digitimes reports that after experiencing several months where its customers were adjusting their inventory levels, Taiwan Semiconductor is again seeing signs that inventory pressure is easing. TSMC expects that its utilization rate will not drop below 80% in the 1Q05, and should remain flat at 86%, the sources noted. Orders for AGP8x-platform products from Nvidia (NVDA) and ATI (ATYT) are increasing as the mkt is not migrating to the PCIe platform as fast as expected. Nvidia has increased the amount of its orders by 10K wafers per month. ATI has also increased its orders for chips made at 0.13- and 0.11-micron processes in Nov. Sources in TSMC's sales unit added that inventory levels of DVD-related chips have been easing since the 2Q04, and demand should pick up in the 1Q05.