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To: niek who wrote (1356)	3/5/2007 6:10:27 AM
From: niek	Respond to of 43573

Due to remarks from China to raise their defense budget? Foreign investors sell net 51.65 mln Taiwan TSMC shares today. Mon, Mar 5 2007 TAIPEI (XFN-ASIA) - Foreign investors sold a net 51.65 mln shares in Taiwan Semiconductor Manufacturing Co Ltd today after sales of 68.40 mln and purchases of 16.75 mln, the Taiwan Stock Exchange said. The TSE gave the following list of top ten net sales by foreign investors: TSMC -- 51.65 mln shares UMC -- 43.94 mln shares Chang Hwa Bank -- 22.03 mln shares Tatung -- 20.68 mln shares Chunghwa Telecom -- 16.44 mln shares China Devt Financial -- 16.29 mln shares Unimicron -- 14.59 mln shares Far Eastern Textile -- 13.67 mln shares HannStar Display -- 13.20 mln shares Mega Financial -- 12.68 mln shares

To: niek who wrote (1356)	3/5/2007 1:25:55 PM
From: etchmeister	Read Replies (1) \| Respond to of 43573

Actually better than (I) expected considering sharp decline in memory ASP's; the three months average probably helps but heck up 9.2% compared to last January - I thought Diesen predicted far lower growth and an extremely weak Q1. EE Times: Semi News 1.2 percent dip in chip sales 'reflect seasonal decline' John Walko EE Times Europe (03/05/2007 6:50 AM EST) LONDON — Semiconductors sales in January totaled $21.47 billion in January, up 9.2 percent on the corresponding month in 2006, according to the Semiconductor Industry Association. However, this represents a seasonal decline of 1.2 percent from the $21.74 billion reported in December. "January semiconductor sales reflected historical seasonal patterns, with strong year-on-year sales growth coupled with a modest sales sequential decline," said SIA President George Scalise. The figures were in line with predictions released last week by Bruce Diesen, an analyst with Terra Securities ASA, who suggested the three-month average of global chip sales went down to $21.65 billion in January from $21.75 billion in December. The SIA figures show the three-month average of global semiconductor sales, the average of the actual sales in November, December and January, reached $21.47 billion in January 2007, down by 2.3 percent from the $21.97 billion three month average for August to October 2006. Referring to the mobile phones sector, Scalise said concerns about inventories in the previous quarter appear to have worked themselves out, and the forecast for unit growth in the range of 10 to 15 percent for 2007 appears to be realistic. "The average semiconductor content of a cell phone is approximately $40 per unit, driving more than $40 billion of semiconductor demand," Scalise added. The average price of both desktop and laptop computer systems declined by more than 9 percent in 2006, even as the speed and functionality of these systems was enhanced by more powerful chips, noted Scalise. "Purchasers of personal computers continue to reap large benefits from the steady decline in prices of semiconductors achieved through advances in technology." Scalise added sales of DRAMs led the industry both in total sales and in year-on-year growth in January. With $3.6 billion in sales in January, DRAM revenues were up 72 percent year-on-year and 2.3 percent sequentially. "The introduction of the Microsoft Vista operating system, which requires substantial additional memory, may have contributed to the increase in demand."