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

To: etchmeister who wrote (15152)	5/31/2005 4:45:40 PM
From: Gottfried	Read Replies (1) \| Respond to of 25522

raw SIA data for April sia-online.org ww chip sales with SEMI bookings/billings home.comcast.net home.comcast.net ratio of SEMI bookings/billings to ww chip sales home.comcast.net home.comcast.net

To: etchmeister who wrote (15152)	5/31/2005 5:13:40 PM
From: etchmeister	Read Replies (1) \| Respond to of 25522

RE: slight decline; if one looks at the price component it's pretty obvious that the DRAM segment must have dragged down global IC sales. It's pretty much self explanatory (DXI as well as contract price trends); we will to continue to watch closely pricing trends dramexchange.com I have no details but it appears that pricing is going to stabilize which means DRAM is becoming a contributor to global IC sales after dragging global IC sales down in Q1 2005 Nanya Tech (2408 TT): DRAM DRAM makers are negotiating higher contract price for 1H JUN

To: etchmeister who wrote (15152)	6/2/2005 12:23:17 AM
From: etchmeister	Read Replies (2) \| Respond to of 25522

Samsung said to be raising DRAM quotes in first half of June Printer friendly Related stories Comments Email to a friend Latest news Compiled from outside sources, Taipei; Carrie Yu, DigiTimes.com [Thursday 2 June 2005] Samsung Electronics plans to raise its DRAM quotes 3% for the first half of June while competitors such as Hynix Semiconductor, Infineon Technologies, ProMOS technologies and Nanya Technology may follow suit, according to the Chinese-language Economic Daily News (EDN). The DRAM makers are likely to raise their quotes this month, as DDR supply may run short of demand in the third quarter of this year amid capacity reallocation from DRAM to NAND flash memory, the paper said. The paper quoted both Ben Tseng, vice president of Marketing & Sales Group of ProMOS, and Pei-Lin Pai, vice president of global sales marketing and spokesperson of Nanya, as saying that quotes for June will be higher than in May due to stronger demand from OEM makers. When contacted, Tseng stated that DRAM quotes reached bottom in April and there is no further price-cutting room this month. However, ProMOS is still negotiating with its clients and would decide about a price increase after international DRAM makers raise their quotes, Tseng added. The other companies were unavailable for comment at the time of publication DRAMeXchange indicated recently that with quotes for 256Mbit DDR falling to US$2.25, which is below most DRAM makers’ costs, PC OEMs have raised their procurement quantity 20-30%. Related stories DRAMeXchange: DRAM spot prices to stabilize in June (Jun 1) Gartner: NAND Flash and DRAM to fall short of demand in 4Q (May 31) Sources claim Samsung to establish BGA substrate plant in Suzhou (May 20) DRAM contract prices continue to drop (May 6)