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

To: Gottfried who wrote (12303)	12/2/2004 11:10:47 PM
From: robert b furman	Read Replies (1) \| Respond to of 25522

Hi G, We of the patient believer crowd all do. Thanks - same to you and more!! Bob

To: Gottfried who wrote (12303)	12/3/2004 10:16:34 AM
From: Proud_Infidel	Respond to of 25522

Asia-Pacific claims two-thirds of new fab business By Peter Clarke Silicon Strategies 12/03/2004, 5:39 AM ET SANTA CRUZ, Calif. — In the last six years the Asia-Pacific region has turned the tables on the formerly dominant regions of the US, Japan and Europe, grabbing nearly two thirds of newly-installed chip manufacturing, according to George Burns, president of market research company Strategic Marketing Associates. From 1995 to 1999, 61 percent of all new capacity came from Europe, Japan and US, whereas now 62 percent is coming from Asia-Pacific, Burns said. "China's share of new capacity has tripled in recent years and it now closing in on that of the US," said Burns in a statement. The US share of new capacity, on the other hand, has slipped to second place from 26 percent to 16 percent. More new capacity is coming online in Taiwan than anywhere else. "One-fourth of all new capacity is coming online in one little island," said Burns. SMA pointed out that, like the US, both Japan's and Europe's share of new capacity has fallen sharply. Japan, once a leader in semiconductor industry, has seen its share fall from 19 to 12 percent. Europe's decreased from 17 to 10 percent. Burns said that foundry and DRAM manufacture were responsible for the Asia-Pacific strength. "Eighty percent of all foundry capacity is located in Asia-Pacific. And more than one-half the DRAM capacity is there. According to our studies foundries and DRAMs consistently account for more than half of all new fab activity; sometimes two-thirds." "The regions that were once the center of the industry may soon find themselves on the periphery," Burns concluded.