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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (5367)	9/14/2005 12:35:34 PM
From: Proud_Infidel	Respond to of 5867

Lam Research: It's no longer just CPUs and DRAM leading process development Cage Chao, Taipei; Esther Lam, DigiTimes.com [Wednesday 14 September 2005] As consumer electronics goods see increasing adoption by consumers, the tendency of favorably evaluating products that are fun-oriented rather then utility-oriented is swinging the whole semiconductor industry, Stephen G Newberry, CEO of Lam Research, commented at the September 12 CEO Forum following the opening ceremony of Semicon Taiwan 2005. In order to meet the demand driven by consumer electronics goods, foundries need to provide more flexible production, Newberry stressed. The development of semiconductor production processes has traditionally been driven by the demands of CPUs and DRAM. However, low power consumption radio frequency solutions, chips for high-frequency game consoles, MP3-player ICs and high-frequency digital TV ICs are now making their demands heard and pushing process technology innovation, Newberry noted. As consumer electronics goods involve higher fluctuations in demand, foundries should provide more niche and specialized production processes to fulfill the diversity of demand. Newberry suggested mixed signal and low voltage are two directions that foundries could consider. Higher flexibility in processes and production should also be provided in order to meet the constantly changing demand cycles. Equipment makers, for their part, need to provide equipment that is able to produce at a faster pace and larger volumes, Newberry added. The shorter the lead-time, the higher the competitiveness, he noted. For these reasons he concluded that closer and closer collaboration between foundries and equipment makers is the only way to develop processes with the necessary competitive edge. Lam Research CEO Stephen G. Newberry Photo: Allen Lin, DigiTimes.com digitimes.com