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

To: etchmeister who wrote (15276)	6/17/2005 3:00:30 PM
From: Proud_Infidel	Respond to of 25522

TEL led display equipment rankings in '04 EE Times (06/17/2005 1:59 PM EDT) SAN JOSE, Calif. — Japan's Tokyo Electron Ltd. (TEL) was the world's top equipment supplier for flat-panel displays in a market dominated by Japanese vendors in 2004, according to VLSI Research Inc. (See rankings table below) Japanese companies dominated the top-15 display equipment rankings, occupying 9 spots in 2004, according to VLSI Research (Santa Clara, Calif.). Three U.S. companies, one Korean and two European rounded up this list, according to the research firm. TEL's sales in this segment grew 44 percent to $834 million in 2004. The number two position was taken by Ulvac Inc., followed by Dainippon Screen, Canon, Applied Materials, Nikon, Hitachi, Daifuku, Asyst, and Shibaura. "Clearly the center of gravity in the display business is located in Asia, where Japan-based equipment suppliers garnered close to 80 percent of revenues among the listed suppliers in this report, according to the firm. Click link to see rankings: i.cmpnet.com

To: etchmeister who wrote (15276)	6/17/2005 7:14:28 PM
From: Proud_Infidel	Respond to of 25522

IC Insights ranks hot, cold IC markets for '05 EE Times (06/17/2005 6:08 PM EDT) SAN JOSE, Calif. — Industrial/special-purpose logic and NAND flash memory are among the "hottest" chip market in terms of growth for 2005, while MOS gate arrays and NOR flash are projected to be among the worst sectors this year, according to IC Insights. (See rankings in table below) As part of its upcoming mid-year update, IC Insights has listed its rankings of the "Hot" and "Not so Hot" IC product segments for 2005. Overall, the IC market can be segmented into 38 major product categories. For the top-5 markets in the "Hot" segment, industrial/special-purpose logic is expected to be the fastest growing chip market, followed in order by wireless special-purpose logic, NAND flash, computer system special-purpose logic and automotive logic, according to IC Insights. For the bottom-5 in the "Not so Hot" segment, MOS gate array is projected to be the worst chip market, followed by consumer application-specific analog, bipolar digital, 4-bit microcontrollers and NOR flash, according to IC Insights. The sum of the 12 "Not so Hot" IC product markets is forecast to decline 12 percent in 2005, equating to just over a $7 billion drop. In contrast, the total of the 12 "Hot" IC product segments is forecast to more than offset the shortfall of the "Not so Hot" products. A $14 billion increase is forecast for the sum of the "Hot" IC product markets, which equates to a strong 19 percent annual growth rate. In summary, the worldwide IC market as a whole is forecast to show only moderate growth in 2005. However, there are "Hot" segments of the market, as well as "Not so Hot" segments, which will serve to separate the winners from the losers in the 2005 IC industry. i.cmpnet.com