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

To: matt dillabough who wrote (17037)	1/9/2006 8:33:39 AM
From: niek	Read Replies (3) \| Respond to of 25522

IM Flash Technologies to buy all lithography tools from ASML Friday, 06 January 2006 Fabtech.org The recently formed NAND Flash joint venture IM Flash Technologies, between Intel Corp and Micron Technology Inc., is expected to order all lithography tool requirements that include critical and non-critical imaging layers from ASML, according to a research note issued today by Titus Menzies, a financial analyst with Jeffries International, based in London England. Menzies believes that Nikon has had to prioritise advanced lithography tool orders for two key customers, Toshiba and Intel. The analyst stated that ASML could see more order/sales than previously expected in the second half of 2006 due to the timing of IM Flash's production ramp at that time. ASML could also benefit from strong orders from Samsung in the same time frame, according to the analyst in his research note. Menzies also stated that he expects the company to report quarterly results in a couple of weeks that will show lithography tool shipments of 40 units, though with a higher percentage than previous quarters of 248nm KrF systems due to increased orders from foundries. Micron outlined in its last quarterly conference call that NAND Flash production would be ramped first at its 300mm fab in Manassas, Virginia while its second 300mm fab in Lehi, Idaho is made ready for volume production early 2007. The company has stated that at least $500 million US dollars will be spent on capital equipment this year to start NAND production for the new joint venture.

To: matt dillabough who wrote (17037)	1/9/2006 9:03:10 AM
From: Proud_Infidel	Respond to of 25522

TSMC sees sales up 37% in December Peter Clarke EE Times (01/09/2006 7:33 AM EST) LONDON — Foundry chip provider Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) posted sales revenue in December that was flat sequentially but up 37.6 percent over December 2004. December is typically a quiet month, following on from a pre-holiday manufacturing push so to achieve flat sales of NT$27,416 million (about $858 million) is unusual. This is reflected in the 37.6 percent year-on-year growth which pushed the annual sales revenue to a record high of NT$264.59 billion (about $8.28 billion) up 3.4 percent over 2004. The first half of 2005 suffered from an inventory correction that suppressed demand for chips from foundries. As a result TSMC’s year-to-date sales had lagged the same period in 2004 throughout the year until November when they moved ahead by 0.5 percent. The strong December sales revenue has gone some way to “saving” 2005 although TSMC’s sales growth has lagged that of the semiconductor industry overall.