INTC is a big customer of FSII. That's one of the reasons I've been so positive lately about FSII. Did you see all the announcements about fab expansion by INTC and about the projected expansion in microprocessor production and other chip production? Here's one:
[Newsbytes:News-1210.26] 12/10/96
****Microprocessor Chip Market To Climb 32 Percent WASHINGTON, DC, U.S.A., 1996 DEC 10 (NB) -- By Bill Pietrucha and Patrick McKenna. Worldwide microprocessor chip revenues already are running 20 percent ahead of last year's levels, and are projected to grow by 32 percent next year, according to a study released today by Forward Concepts and Micrologic Research. The study, "Processor97," forecasts 1996 microprocessor sales at $17.142 million, up 20 percent from 1995 revenues of $14.279 million. The market study also forecasts a healthy 32 percent for 1997, to a $22.546 million level. The study indicates that this year's microcontroller shipments will also grow, reaching $11.482 million by year-end. This, the study's author, Jack Quinn notes, is up seven percent from 1995's $10.736 million in shipments. Quinn, president of Micrologic Research, also forecasts a 28 percent growth in shipments for 1997 to $14.701 million. Digital signal processor (DSP) chip sales were up almost 39 percent in 1996 to $2.397 million, the study states, while 1997 sales are expected to continue growing at a 52 percent rate to $3.639 million. Texas Instruments is currently building three separate fabrication facilities in the Dallas, Texas area to accommodate projected growth in the DSP market. Forward Concepts' analyst, Will Strauss, told Newsbytes, "We think there is an across the board growth in the microprocessor market. PCs in corporate offices, small office/home offices and personal home use are projected to grow in 1997. I think corporations are now ready to accept Windows 95 and NT and that means having powerful enough computers to run these systems." The study also found microcontrollers sales growing by 7% in 1996 and jumping dramatically by 28% in 1997. "The use of microcontrollers in automobiles is behind this strong growth," added Strauss. The 550-page study forecasts that by the year 2001, microprocessor shipments will grow to over $49 billion, microcontroller shipments will exceed $39 billion and DSP chips will pass the $12 billion level. "The growth in the processor market would have been greater in 1996 if the rest of the semiconductor market had not been so weak," Quinn said. The study also notes the overall slowdown in the semiconductor market based on eighteen months of falling memory prices. "A lot of semiconductor companies were affected by this dramatic change, but the microprocessor market remained strong," added Strauss. Processor 97, the study, states microprocessor growth would have been even stronger without the effects of a semiconductor slowdown. One company that was not hurt by the slowdown was Intel, the report noted, which had little competition for its Pentium and no competition for its Pentium Pro processors in 1996, "Even Intel was surprised by the strong demand for its microprocessors in 1996, and went on to sell all the high-performance processors it could make," Quinn said. The "Processor97" report is available from Forward Concepts for $1,850 in North America and $1,950 elsewhere. Additional information is available at Forward Concepts' Web site at fwdconcepts.com or by calling 602-968-3759. (199612/10/Press Contact: Will Strauss, Forward Concepts, tel 602- 968-3759. Reported by Newsbytes News Network: newsbytes.com  Copyright 1996 The Newsbytes News Network. All rights reserved.
AND HERE'S ANOTHER:
[Newsbytes:News-1210.18] 12/10/96
Intel Invests In Shanghai BEIJING, CHINA, 1996 DEC 10 (NB) -- By Chih-Ho Yu & Ning Huang. US- based Intel Corporation has announced an investment of US$99 million to set up a flash-memory chip manufacturing plant in Shanghai's Pudong Waigaoqiao Free Trade Zone. The manufactured chips will be used in mobile phones, digital cameras as well as in computers, according to Intel officials. The projected plant is expected to begin operation in mid-1998 and it will employ 500 people during the startup stage. Intel expects to hire 90 percent of the plant's staff locally. (19961210/Reported by Newsbytes News Network newsbytes.com) 
AND YET ANOTHER
[Newsbytes:News-1209.36] 12/9/96
Electronic Equipment Factory Sales Top $295Bil In 3rd Qtr WASHINGTON, DC, U.S.A., 1996 DEC 9 (NB) -- By Bill Pietrucha. It looks like 1996 will be a double digit growth year for electronics. US factory sales of electronics equipment and products hit $295.6 billion for the first nine months of 1996, a ten percent increase over last year's nine-month total of $269.4 billion, according to preliminary estimates released this morning by the Electronic Industries Association (EIA). "Based on these sales figures, we're optimistic that the year will end with double digit growth," EIA President Peter F. McCloskey said in releasing the figures. According to the raw data collected by the US Department of Commerce and compiled by EIA's Marketing Services Department, telecommunications electronics led the growth curve, jumping 16 percent from 1995's first nine month sales of $38.4 billion, to $44.6 billion in the same period this year. Computers and peripherals sales also showed double digit growth, climbing from $53.2 billion in 1995 to $60.7 billion for comparable year-to-date periods, an increase of 14 percent. Both the electronic components and other related products categories tracked by EIA fell just short of double digits, with each category increasing by nine percent. Electronic components sales reached $82.4 billion, up from the $75.5 billion in sales in 1995's first nine months, while the other related products category rose from $41.7 billion to $45.3 billion in the respective year-to-date periods. Electromedical equipment sales and industrial electronics sales climbed eight percent and seven percent, respectively, between the first three quarters of 1995 and 1996, respectively, according to the data. Electromedical equipment climbed from $7.2 billion to $7.7 billion, while industrial electronics reached $26.6 billion from $25 billion over the two year-to-date periods. The US-produced consumer electronics sector also saw a five percent rise, from $6.9 billion to $7.3 billion in the comparable three- quarter time frame. EIA includes domestically manufactured audio, video, and blank media products in the US produced consumer electronics category. According to EIA, "substantial amounts of products included in the telecommunications and computers/peripherals categories are sold through consumer channels, but are not separately identified in these data." Signaling the continued drawdown of military expenditures, the defense communications sector was the only negative part of the EIA picture, dropping two percent to $20.7 billion, from 1995 three quarter sales of $21.2 billion. Defense communications includes specialized and defense related communications and tracking devices. (19961209/Press Contact: Mark V. Rosenker, Electronic Industries Association, 703-907-7790. Reported by Newsbytes News Network: newsbytes.com) 
|