Semiconductor Capital Equipment Stocks Discussion

Top 241. Feb 7, 2000 9:47 AM

» Rande - Healthy chip report:

Healthy chip report:

In the Chips

-- posted by Rande

Top 242. Feb 11, 2000 7:30 PM

» Kirk - Top 10 Chippers and their numbers

Top 10 Chippers and their numbers

Top 10 semiconductor equipment suppliers

1999 Ranking 1998 Ranking Supplier 1999 revenues % change from 1998

1 1 Applied Materials $5.457 billion 51.5%

2 2 Tokyo Electron Ltd. $2.634 billion 39%

3 3 Nikon $1.430 billion 10.7%

4 7 ASM Lithography $1.276 billion 47%

5 4 Teradyne $1.210 billion 26%

6 5 KLA-Tencor $1.049 billion 19%

7 6 Advantest $955 million 5.1%

8 8 Lam Research $894 million 19%

9 9 Canon $751 million -2%

10 10 Hitachi $743 million 25%

Source: VLSI Research Inc.

Good story and good tables: http://www.semibiznews.com/story/OEG2000...

SAN JOSE -- The big just keep getting bigger in the semiconductor equipment industry. A new ranking of chip-production systems suppliers shows the top 10 companies growing 31.1% in 1999 vs. a 12% increase in total revenues for the industry segment last year.

Applied Materials Inc. "beat all expectations by achieving 51% growth in sales last year," noted the annual ranking released this week by VLSI Research Inc. Applied's sales reached $5.5 billion in 1999, more than twice the tool revenue of No.2 Tokyo Electron Ltd., which came in at $2.6 billion, said the San Jose market research firm.

"Collectively, [the top 10 suppliers] had revenues of $16.4 billion," said VLSI Research, which has placed the total sales in semiconductor equipment markets at $29.6 billion in 1999. The market research firm is predicting a 28% growth in semiconductor equipment revenues in 2000 as chip makers begin to launch new wafer fab projects.

Last year, ASM Lithography of the Netherlands vaulted from 7th to 4th place with $1.3 billion in revenues, according to estimates by VLSI Research. The growth was driven by shipments of deep-ultraviolet steppers, said the research firm. ASML shipped 217 steppers in 1999 compared to 162 in 1998, said VLSI Research.

Only Canon Inc. showed a decline in sales last year, according to the ranking. VLSI Research said the Japanese lithography supplier saw revenues slip 2% to $751 million from sales in 1998.

-- posted by Kirk

http://biz.yahoo.com/bw/000214/az_speedf...

Top 243. Feb 15, 2000 11:03 AM

» Kirk - SpeedFam-IPEC Announces Multi-Unit Orders From TSMC

SpeedFam-IPEC Announces Multi-Unit Orders From Taiwan Semiconductor Manufacturer

New Customer to Use Orbital and Rotational Systems For All CMP Processes
CHANDLER, Ariz.--(BUSINESS WIRE)--Feb. 14, 2000--SpeedFam-IPEC, Inc. (Nasdaq:SFAM - news), a leading supplier of high-throughput chemical mechanical planarization (CMP) systems for the semiconductor industry, today announced multi-unit orders for both Avant Gaard 776 orbital and Auriga-C rotational CMP tools from a leading core logic and graphics device supplier in Taiwan. This new customer plans to deploy the tools in a new factory in Hsin-chu, Taiwan for the processing of 8-inch wafers, as it ramps up production of semiconductor devices with geometries of 0.25 micron and 0.18 micron. The SpeedFam-IPEC systems will support all CMP process steps, including oxide, tungsten and STI (shallow trench isolation). To date, multiple units have been shipped for factory installation.

``These orders illustrate the product flexibility and leverage available to SpeedFam-IPEC customers as they expand and diversify their manufacturing capacity,'' said Richard J. Faubert, president and chief executive officer of SpeedFam-IPEC. ``Our customer has aggressive growth plans that require increased wafer-processing capacity and a seamless transition to smaller line widths. With the broadest range of CMP product offerings in production today, we can deliver comprehensive solutions to complex needs, ahead of our competitors.''

Dataquest, the leading market research firm, estimates that the market for CMP systems will grow from $1.04 billion in 1999 to $2.5 billion in 2004, representing one of the fastest growing segments of the semiconductor equipment market.

-- posted by Kirk

Top 244. Feb 18, 2000 7:29 AM

» Kirk - New Chart

I updated "Kirk's Semiconductor Equipment Investment Resource Page" to include a new table showing the ratio SEMI orders/semicond shipments.

The page is listed on my Finance Page
http://pw2.netcom.com/~kirk_69/Finance.h...
under "Kirk's Most Useful Links:"

Please visit my sponsors while checking out the better version of the new chart!

enjoy!

-- posted by Kirk

Top 245. Feb 18, 2000 12:23 PM

» SteveT - Kirk

I do not claim to know how to read charts so correct me if I am wrong but, looks like a good time to take profits or sell all together???

-- posted by SteveT

Top 246. Feb 18, 2000 3:14 PM

» Kirk - Timing Capital Equipment Cycles

Steve,
If I knew for sure, this would be pretty boring and I would be very rich.

-- posted by Kirk

Top 247. Feb 22, 2000 5:39 PM

» Kirk - JANUARY 2000 BOOK-TO-BILL 1.34

HUGE News!!

Semiconductor Equipment Bookings Up 15 Percent Over Previous Month

Story
MOUNTAIN VIEW, Calif., February 22, 2000 -- The North American-based manufacturers of semiconductor equipment posted a third-straight month of record orders in January 2000 and a Book-to-Bill ratio of 1.34, it was reported by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.34 means $134 in orders were received for each $100 worth of products shipped.

The three-month average of worldwide shipments in January 2000 was $1.6 billion. The figure is two percent above the December 1999 level, and is 82 percent above the January 1999 shipments level of $890 million. The three-month average of bookings in January 2000 was $2.2 billion. The bookings figure is 15 percent above December 1999 and 119 percent above the $997 million posted in January 1999.

January bookings came in 33 percent above the previous cycle peak of $1.63 billion booked in November 1997. The January ratio of 1.34 is the third highest in the history of the SEMI Express Report and the highest in almost five years.

"We are pleased to see the robust order level for equipment. It confirms the strength of the current market cycle," said Stanley T. Myers, president of SEMI. "Continuing strength and industry stability requires that spending remain aligned with underlying semiconductor market dynamics."

The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average shipments for the North American semiconductor equipment industry. Shipments and bookings figures are in millions of U.S. dollars.

Month	Shipments	Bookings	Book-to-Bill
August 99	1,440.7	1,565.1	1.09
September 99	1,412.9	1,510.7	1.07
October 99	1,484.3	1,609.5	1.08
November 99 (final)	1,528.5	1,694.5	1.11
December 99 (revised)	1,587.4	1,892.0	1.19
January 2000 (prelim.)	1,620.4	2,177.8	1.34

The data contained in this release was compiled by the independent public accounting firm of Arthur Andersen LLP, without audit, from data submitted directly by the participants. SEMI and Arthur Andersen LLP can assume no responsibility for the accuracy of the underlying data.

The data are contained in a monthly Express Report published by SEMI that tracks shipments and orders worldwide of North American-based manufacturers of equipment used to manufacture semiconductor devices, not shipments and orders of the chips themselves. The February 2000 Express Report is scheduled for publication on March 20, 2000 (subject to change).

Based in Mountain View, Calif., SEMI is an international trade association serving more than 2,300 companies participating in the $65 billion semiconductor and flat panel display equipment and materials markets. SEMI maintains offices in Austin, Beijing, Boston, Brussels, Hsinchu, Moscow, Seoul, Singapore, Tokyo and Washington, D.C. For more information about SEMI, including the SEMIndex, a global stock index of 65 publicly traded equipment and materials companies, visit www.semi.org.

ASSOCIATION CONTACTS:

Mike Droeger/SEMI
Ph: 650.940.6953
E-mail: mdroeger@semi.org

Jonathan Davis/SEMI
Ph: 650.940.6953
E-mail: jdavis@semi.org

-- posted by Kirk