Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: sixty2nds who wrote (27549)	12/20/2005 9:54:51 AM
From: BWAC	Read Replies (1) \| Respond to of 95645

Algo has went nuts. Flipped some KLAC this morning. The 1000 buy filled in one chunk, the 1000 sell took 22 pieces to fill. Some 3 shares at a time. I guess the thin holiday trading has gotten off to an early start.

To: sixty2nds who wrote (27549)	12/20/2005 4:31:55 PM
From: etchmeister	Respond to of 95645

TSM 2006 capex may rise for TSMC and UMC - Digitimes (9.59 ) - it sure looks like it: mid and low range migrating towards 90nm; also Apple to launch 1 Gb Nano; that could even be positive for higher density parts (true high density) because often a high density part consists of several low density parts. Kind of when Intel slapped two one core processors together to make dual core. ATI and Nvidia gearing up to face Intel’s new Broadwater chipsets Printer friendly Related stories Comments Email to a friend Latest news Related topic Hot systems Charles Chou, Taipei; Jessie Shen, DigiTimes.com [Tuesday 20 December 2005] In order to offset the impact of Intel’s planned launch of its Graphic Media Accelerator- (GMA-) integrated Broadwater chipsets by the second quarter of next year, ATI Technologies has accelerated production of its R580, an upgrade of its current 90nm flagship chip, while Nvidia is scheduled to roll out three new 90nm graphics processor units (GPUs) by the latter half of the first quarter of 2006, according to sources at Taiwan graphics card makers. Intel’s upcoming 965-series chipsets, the G965, Q965, and Q963 series all integrate its GMA graphics core. Introduction of the chipset is reportedly slated for the second quarter of next year. By adding the R580 to stimulate demand, ATI expects its 90nm GPUs to become the main force of its mid-range and high-end GPU lines in the first quarter of 2006, indicated the sources. ATI’s failure to meet its sales goal for the Radeon X1800 (R520) chip was reportedly due to a reported shortage caused by a lack of upstream components. Other industry insiders, however, said that the limited supply was due to design issues with the R520 chip disrupting shipment schedules. Nvidia is currently in volume production of its 90nm GPU series, the G71, G72 and G73, with the G71 to target the high-end market, the G72 the mid-range segment, and the G73 aimed at the entry-level, the sources said. Nvidia also plans to introduce its next flagship chip, the NV50, in the middle of next year, according to the sources.