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 : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (7860)	5/31/1999 10:52:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

Zeev, do you have a more recent verifiable press release than the following? +++++++++++ Nec Corp. Dow Jones Newswires -- May 27, 1999 DJ NEC To Invest Y40 Billion To Increase DRAM Capacity TOKYO (Dow Jones)--NEC Corp. (NIPNY or 6701) said Wednesday it would invest around Y40 billion to increase production capacity, mainly for dynamic random access memory chips, at existing semiconductor plants in the U.K. and in Japan. The new capacity will lead to an increase in monthly DRAM production to the equivalent of 30 million 64-megabit DRAM chips per month from around 12 million units per month now, NEC said. Investment will be at NEC Semiconductors U.K., a subsidiary of NEC in the U.K., and at plants in Hiroshima and Kyushu in Japan. NEC said that the investment would enable it to benefit from economies of scale and produce more advanced DRAMs, including 128-megabit DRAMs and Direct Rambus DRAMs. "The whole point is to produce as much a value-added product as possible," an NEC spokesman said.

To: Zeev Hed who wrote (7860)	5/31/1999 9:47:00 PM
From: LemurHouse	Read Replies (1) \| Respond to of 10921

Zeev and thread, to what extent do you believe the picture you described to be representative of the rest of the industry? (Capacity & production increases being adequately acheived through shrinks and production decisions rather than procurement of next generation capital equipment [not including photolithograpy].) And how long do you believe that it is sustainable? Secondly, if semi producers can continue to defer major capital expenditures through shrinks etc., do you think this will have a short/medium effect on the photolithograpy sector (ie CYMI and the photomask makers) or do you think the capacity already there as well? Am interested in the collective wisdom of the thread on this issue. Cheers.