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

To: etchmeister who wrote (17083)	1/11/2006 8:22:15 AM
From: matt dillabough	Read Replies (1) \| Respond to of 25522

DRAMeXchange: DRAM spot pricing shows momentum - Digitimes Digitimes reports the stabilizing DRAM spot prices seen at the end of last year have turned to a market uptrend this month, with all DRAM parts enjoying significant price rises amid strong demand and tighter supply. DRAMeXchange attributes the brisk demand to increased DDR2 demand from PC OEMs in the contract market, as well as from a drop in DDR2 output over the past few months. The memory-trading firm indicated that with Samsung Electronics signaling its DDR2 supply is insufficient, the market is seeing increased demand. DRAMeXchange observed that Samsung's distribution agents may even have to source DDR and DDR2 in the spot market in order to build adequate inventory. DRAMeXchange regards any upcoming moves from Apple (AAPL) at the ongoing MacWorld Expo to serve as a clear indication for the price trends of NAND flash. A rumored flash-based notebook computer is a critical factor for the NAND flash pricing outlook, the firm stated.

To: etchmeister who wrote (17083)	1/11/2006 10:11:25 AM
From: Proud_Infidel	Respond to of 25522

Fujitsu invests $1 billion for 65nm production John Walko (01/11/2006 7:46 AM EST) LONDON — Fujitsu is investing Yen 120 billion ($1.05 billion ) in a second 300mm fab in Mie Prefecture, Japan. Volume production on both 90nm and 65nm processes is expected to start in July 2007. Groundbreaking for the facility is planned for April 2006 and tool install by March 2007. Initial capacity will be 10,000 wafer starts per month by March 2008, with the facility planned to be large enough to make, over time, a maximum of 25,000 wafer starts a month. Fujitsu did not detail when this larger capacity would be achieved. Fujitsu’s existing 300 mm fab, also in Mie Prefecture is expected to reach 15,000 wafter starts a month by April this year, a year after production began. Reuters reports a Fujitsu spokeswoman saying the company plans to finance the project with cash at hand and its cash flow, without turning to debt or equity markets.