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News Article

Semiconductor Equipment Revenues Up 76.1% in 2000, 45.9% in 2001 Says The Information Network

Source: The Information Network

(Editor s Note: These figures relate to the entire global semiconductor industry)

NEW TRIPOLI, Pa. Worldwide revenues for semiconductor processing equipment will rise 76.1% in 2000 and continue rising another 45.9% in 2001, according to the report "The Global Market for Equipment and Materials for IC Manufacturing," recently published by The Information Network, a New Tripoli, PA-based market research company.

"The worldwide equipment market will increase from $25.4 billion in 1999 to $44.7 billion in 2000 to $65.2 billion in 2001, according to Dr. Robert N. Castellano, President of The Information Network.

The top 10 equipment manufacturers for 2000 are Applied Materials(Nasdaq:AMAT); Tokyo Electron; ASM Lithography (Nasdaq:ASML); Nikon (OTC:NINOY); KLA-Tencor (Nasdaq:KLAC); Lam Research (Nasdaq:LRCX); Novellus (Nasdaq:NVLS); Canon (NYSE:CAJ); ASM International (Nasdaq:ASMI); and Varian Semiconductor Equipment Associates (Nasdaq:VSEA).

"Despite the current stock market volatility, every equipment company interviewed for this report is observing greater bookings and revenue as the semiconductor manufacturers are ramping for increased capacity and transitioning to 300mm wafers and copper technology. 2002," added Dr. Castellano. "Thirteen new manufacturing fabs and 16 major expansions are slated for 2000 and 16 new fabs and 15 expansions in 2001. A total of 26 300mm fabs will be build over the next few years."

The perceived slowdown in the cellular handset and computer marketplace will soften any downturn the equipment market may see, as semiconductor manufacturers spread out equipment purchases. In addition, the drop in the September book-to-bill, also perceived as a negative indicator for the industry, is a seasonal adjustment. The book to bill has been the lowest in the month of September for four out of the last five years, and will increase to above 1.3 by year end, according to the report.

The Information Network is the leading consulting and market research company addressing the semiconductor, computer, and telecommunications industries.

CONTACT: The Information Network Robert N. Castellano, 610/285-4548 Web: www.theinformationnet.com

The Information Network
Robert N. Castellano, 610/285-4548
Web: www.theinformationnet.com
Web site: http://www.theinformationnet.com
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