| |
|
|
|
Seeweekly news
|
2005-11-11 |
|
|
Next Inning Technology Research Examines Contract Fabricators: TSMC, UMC, Chartered, and SMIC |
Next Inning Technology Research (http://www.nextinning.com/), an online subscription service focused on semiconductor and technology stocks, announced today that it has provided subscribers with updates on contract fabricators Taiwan Semiconductor Manufacturing (NYSE:TSM) , United Microelectronics (NYSE:UMC) , Chartered Semiconductor Manufacturing (NASDAQ:CHRT) , and Semiconductor Manufacturing International (NYSE:SMI) .
Additionally, new subscribers will also receive the recently published 63- page Q3 "State of Tech" report, a $149 value, free when they sign up for a complimentary 30-day trial subscription to Next Inning Technology Research:
https://www.nextinning.com/subscribe/index.php?refer=prn163
In his report, Editor Paul McWilliams wrote: "The data we're seeing today is very consistent with the forecasts we made earlier this year for contract fabricators and vendors of semiconductor manufacturing equipment. As we look towards the future, we have little doubt that demand for semiconductors will continue to grow. However, as we've written in the past, fabless semiconductor companies in Asia will continue to grow market share in high-volume commodity semiconductors. If this proves to be the case, demand for contract fabrication will continue to increase."
In his coverage, McWilliams looked at the following topics, among others:
-- After a rough stretch, does McWilliams believe any of the contract
fabricators make good investments?
-- Are UMC's and Chartered's heavy dependence on partnership agreements a
blessing or a burden?
-- What positives and negatives does McWilliams see at SMIC?
-- What company from this sector does McWilliams believe will prove to be
the best long-term investment?
Founded in September 2002, Next Inning's model portfolio has returned 208% since its inception versus 70% for the Nasdaq. |
|
|
|
|
|
|
