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

To: etchmeister who wrote (19233)	6/2/2006 9:21:30 PM
From: Gottfried	Respond to of 25522

etch, now your link doesn't work any more, but those who want to see the chart... ...ww chip sales charted with SEMI equipment bookings [N.A. equipment companies only]... briefcase.yahoo.com open the SEMIcharts folder click chipsales_SEMIbookings.gif PS: etch, thanks for posting the processor sales info

To: etchmeister who wrote (19233)	6/3/2006 5:05:11 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Intel puts net processors, XScale up for sale Mark LaPedus EE Times (06/03/2006 4:02 PM EDT) SAN JOSE, Calif. — Troubled Intel Corp. has put several of its loss-ridden communications-chip businesses on the block, including its network processors, XScale chip lines and other products, according to a report from the San Jose Mercury News on Saturday (June 3). Intel (Santa Clara, Calif.) spent more than $10 billion to enter the communications business over the years, but the microprocessor giant lost its shirt — if not millions of dollars in the arena. The reported communications-chip sale is said to be part of Intel’s plan to overhaul the company. Intel is also set to include the layoff or redeployment of 16,000 employees. According to the report, Intel has put the following product lines up for sale: Intel's IXP network processor and communications processor lines are on the block, the report said. Those lines made about $150 million in revenue for 2005, according to the report. Intel's Xscale processor business, including the StrongARM chip for PDAs, BlackBerrys, cell phones, handheld computers and portable media players, is up for sale, it said. That business made approximately $250 million in sales last year, according to the report. Other lines are also on the block as well. Starting in the late-1990s, Intel moved into the communications market in a major way, but the chip giant was hit hard by the downturn in the segment several years ago. It never fully recovered from the downturn. The chip giant also never really understood the complex nature of the communications business and its proprietary standards and lack of part commoditization in the marketplace. It also failed to dislodge its smaller but more nimble competitors in the sector, such as Broadcom, Marvell, STMicro, Texas Instruments, and others. For some time, Intel has been shedding many of its ill-fated communications efforts. In 2003, for example, Intel sold most of the assets of its Trillium Digital Systems Inc. subsidiary to Continuous Computing Corp. Intel paid $300 million for Trillium in August 2000. Most recently, struggling Intel will halt future development of optical physical-layer products developed by Giga A/S, a Copenhagen company Intel acquired in 2000 for $1.25 billion. With little or no fanfare, Intel is moving out of the embedded chip space. And there is speculation that Intel will exit or spin-off its NOR flash unit, which is also losing a ton of money. Still to be seen, however, is what Intel will do with it bread-and-butter microprocessor business, which is losing share to rival Advanced Micro Devices Inc. One of the products in danger at Intel could be the 64-bit Itanium processor line, a chip that was late to market and has generated lackluster demand.

To: etchmeister who wrote (19233)	6/5/2006 10:10:57 AM
From: Proud_Infidel	Respond to of 25522

Hoya Selects Applied Materials' Tetra Mask Etcher for 65nm Production Monday June 5, 7:30 am ET SANTA CLARA, Calif.--(BUSINESS WIRE)--June 5, 2006--Applied Materials, Inc. today announced that its Applied Tetra(TM) II Mask Etch system has won the selection for 65nm mask applications at Hoya Corporation, the world's largest supplier of photomasks used in semiconductor and LCD (liquid crystal display) production. Outstanding production capabilities in advanced binary mask and phase shift mask (PSM) applications distinguishes the Tetra II Mask Etch system as the industry's tool of choice for 65nm-generation mask production worldwide. The tool is scheduled for installation at Hoya in mid-2006, in the company's Hachioji, Japan, facility. Asao Shikata, Chief General Manager, Mask Division of Hoya said, "The Applied Tetra II system's exceptional 65nm mask etch capabilities, especially its chrome and quartz etch performance on the latest binary and phase shift mask applications, were key reasons for our purchase of this system. This system will help Hoya continue to provide the industry's most advanced masks over the next several generations of photomask technology." The Applied Tetra II Mask Etch system offers high-productivity processes for both chrome and dielectric mask etching. For chrome etching, the system provides exceptional critical dimension control and process uniformity for all mask technologies. Its dielectric etch capabilities enable the most advanced phase-shift masks, offering mask makers the flexibility to manufacture both resist-masked as well as chrome-masked applications at high yields. The Tetra II is the only mask etch tool that can be configured with up to four mask etch chambers for maximum productivity across all commonly used applications. "We are very pleased by Hoya's choice of Applied Materials to supply its critical enabling mask etch technology as it moves to 65nm-generation photomask manufacturing," said Tom St. Dennis, senior vice president and general manager of Applied Materials' Etch, Cleans and Front End Products Group. "The Tetra II system is being used by the majority of 65nm-generation mask makers worldwide. Its best-of-class process technology also enables customers to easily create high precision, highly uniform mask patterns with the most advanced resolution enhancement techniques." Applied Materials, Inc. (Nasdaq:AMAT - News) is the global leader in nanomanufacturing technology(TM) solutions for the electronics industry with a broad portfolio of innovative equipment, service and software products. At Applied Materials, we apply nanomanufacturing technology to improve the way people live. Learn more at www.appliedmaterials.com. -------------------------------------------------------------------------------- Source: Applied Materials, Inc.