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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (26306)	10/26/2005 1:21:44 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95936

<<DDR2 sales are impacted by Intel chipset shortage, ProMOS says>> Lost revenue and profit for INTC by not having sufficient capacity. Other companies, such as TXN, also having the same problems. As to how long it is going to last - who knows <<DDR2 demand is still impacted by the shortage of Intel chipsets, and the situation will be not alleviated until the first quarter of 2006.>> Sounds like ProMOS is a company that knows how to "move out". <<As reported earlier, ProMOS will again increase its capital expenditure (capex) in 2006. The estimated value is US$700 million, following the initial plan to reach an output of 30,000 wafers per month at Fab III at the Central Taiwan Science Park (CTSP), according to Tseng. An additional US$500 million is needed to upgrade Fab III to a 70nm production and to reach an output of 40,000 wafers per month in 2007. Last week, ProMOS reported that it has obtained a five-year syndicated loan from 15 local Taiwan banks securing the funds for its Fab III expansion plan, and its volume production schedule has been moved up to the third quarter of 2006. The total investment for Fab III is projected to be US$1.8 billion.>>