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 : ASML Holding NV -- Ignore unavailable to you. Want to Upgrade?

To: dr_elis who wrote (1300)	11/16/2006 2:53:07 PM
From: niek	Respond to of 43514

Meurice said: Sales to flash memory chip makers, almost a third of total sales in the third quarter, would cease completely in the second half of 2007 after a very strong start to the year, he said. Revenues from DRAM memory chip makers, another important segment, would probably stop in the fourth quarter. He said overinvestment in new capacity would prompt them to take a breather. ******** I think a decline in new capacity will be offset by the growth of semiconductor sales. I'm not pessimistic, I remain very positive instead. The semiconductor sales growth in 2008 is about 35% higher compared to the 2005 figures. That is, in Dollar term. In semi terms the growth is about 55%. To produce this amount of chips the industry needs at least 65 to 70 new 300-mm fabs by the end of 2007. Unfortunatly there will only be 45 new fabs ready by that time, so were are running short about 20 fabs to produce the growths in 2008. Where are we talking about? ASML is going to see a couple of golden years and we will see a steady growth in NAND flash and DRAM sales next year. Niek