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GREATTerry
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re: Update: China fab tool firm looks to expand
GREATTerry   2/21/2011 6:20:24 PM
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I suppose this market is a high tech industry that labor cost is not a major concern but having a pool of talents is the key to success. I wonder if there are enough talents in this field in China. How can they make the product cheaper beside lowering their profit margin expectation?

mark.lapedus
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re: Update: China fab tool firm looks to expand
mark.lapedus   2/21/2011 12:53:59 AM
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Himanshu_Gupta, Sorry. I don't have a forecast or size of the etch market. Anybody got those numbers? Hm, AMEC's main focus is the IC market. AMEC claims they are cheaper.

_hm
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re: Update: China fab tool firm looks to expand
_hm   2/20/2011 6:54:09 PM
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Is AMEC also doing work for Chinese Space and Miilitary industry? Is that their main focus? Also, what is cost advantage of AMEC fab tools vs Applied and Hitachi?

Kinnar
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re: Update: China fab tool firm looks to expand
Kinnar   2/20/2011 6:45:36 PM
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AMEC is doing very good progress in etch market, but it is quite surprising that etch market is also having tough competition.

wilber_xbox
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re: Update: China fab tool firm looks to expand
wilber_xbox   2/20/2011 10:01:40 AM
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Mark, can you please update on the etch market size and the current distribution per tool provider? What is the future outlook for etch business?



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