Representative of the related capital investment in elpida memory

Finance – Stock Market And Stock Markets | Daniela Dun | 2 views

Plant investment-related typical case of erupidamemori – Tokyo electron

Although the semiconductor is made, the necessary device

Being 12/7 Nikkei all over, it was announced that it entered into last adjustment by the fact that erupidamemori constructs the semiconductor new factory.This time you comment concerning one Tokyo electron of related brand.
Tokyo electron n/a , it is domestic most major enterprise with the semiconductor production device.
The semiconductor where now demand has become tight rather than calling the semiconductor which is used with the former personal computer and the like for the high functional portable telephone and the like is for the digital home appliance.For the portable telephone the semiconductor temperature variation and correspondence to electric power consumption and correspondence to refining miniaturization high integration is indispensable.
Naturally, degree of difficulty increases also from the technical required level for the device which produces those semiconductors, accompanying the quality quantity, you must supply the product of the level which the customer requires, it is.

The leading edge and in the semiconductor production device field where the biggest growth is expected as for this corporation, the heat treatment membrane device: Share 58%, coater/deberotsupa: Share 64%, dry etching device: Share 85% it is to possess preponderant worldwide share.In addition, also share inside industry has risen.
Amount of orders received (unit of Tokyo electron: Hundred million Yen)

domestic orders for semiconductor manufacturing equipment	tokyo electron orders
2005years1~3month	3,461	1,308 (-11.0%)
2005years4~6month	3,203	1,106 (-37.2%)
2005years7~9month	3,590	1,322 (-0.5%)
2005years10~12month	4, n/a %)	1,566 (+39.7%)
2006years1~3month	4,688 (+35.4%)	2,059 (+57.4%)
2006years4~6month	5,261 (+64.2%)	2,222 (+100.9%)
2006years7~9month	5, n/a %)	2, n/a %)

movement of orders for semiconductor manufacturing equipment of domestic trends and orders of tokyo electron’s quarterly. 2005years10―12orders have continued to expand at a pace exceeding the orders of domestic semiconductor manufacturing equipment is always followed by a positive territory since the fiscal.

the above, domestic orders for semiconductor manufacturing equipment (export+domestic demand) but our orders remained the, 2005years10~12year-over-year growth rate since the period of each month+18.2%, +39.7%, 2006years1~3fiscal+35.4%, +57.4%, 2006years4~6month period in+64.2%, +100.9%, 2006years7~9month period in+41.0%, +63.4%%for the growth of manufacturing equipment market has become, you can hear that our growth is very large. it has clearly increased its share in the field of state-of-the-art. the background to this, NANDfor mobile phones and high-performance flash memory typeDRAMgrowth trends and capital investment, such as power has been heavily involved in. this brand can be purchased at several hundred dollars!

NAND-type flash memory

various types of memory used in mobile phones

flash memory is to reduce the circuit scale can be, suited to large-capacity, even for relatively fast write speed and erasing speed, digital camera, portable music players and mobile phones with built-in memory (iPodhas been adopted also) will be used, etc.. its use has spread significantly.
has already begun to replace the hard disk for personal computers also further, is the only product with a large global market any.
that market size2005years~2008up to the year3doubled in the year, 2.6trillion yen more than the scale has been expected to
.
share in this area, samsung electronics global market share is about50%top is, toshiba around the world share20%in2the ranks, toshiba is a world market share1in order to gain the top position, the current monthly production capacity11.8from my man2008has announced a plan to double in around the year, future capital expenditures also3years1trillion yen is expected to reach scale.

high-function mobile phonesDRAM

even as we reported at elpida memory, inc., in mobile phones until nowSRAMit was used is, circuit can be easily raise a simple densityDRAMmovement to replace the, you think the future is rapidly advancing through the means that you solve the problem in terms of price.
on mobile phonesDRAMratio with the world of mobile phone sales volume2005years8one hundred million1,000million units for14%about the extent1one hundred million1,000nothing more than a million units. this is2006a year28%approximately2one hundred million8,000million units, 2010a year7are expected to reach more than one hundred million.
the future, digital consumer electronics and mobile phones continues to accelerate growth (also flat-screen tv4are becoming to be installed around each) purpose is to continue to expand, significant growth is expected very.
this mobile phoneDRAMin the field is, elpida memory’s share of the world60%owns more than, its production capacity2006years3per month in the last5.4current from my man6my man, 2008in fiscal10my man is expanded to, including capital expenditures for several years in the future also1trillion yen is expected to reach scale.

future prospects

and, toshiba future3years about1production capacity of over trillion yen2008doubled in the year, elpida memory also3,000the current production capacity of over one hundred million yen more than2008about a year70%increase, in addition12/7as was reported also to a surface of the nikkei, has announced a further strengthening the capacity of personal computers in the field and then to build a factory in taiwan. the total investment is only a new plant in taiwan8100 billion yen will be expected to scale.

holds an overwhelming share in the field of state-of-the-art, you think of our orders are stretched out and go further strong growth in the next fiscal year also. the stock12month07sun closing price9,210yen, company expected this quarter in the baseEPS454yen, PER20.2times. 2000year high20,090is the yen, expected sales in the current fiscal year based, they update the record levels in both the profit, you think is greater room for upward revision of performance.

is also very bright outlook for the next fiscal year, you think future is quite high. please pay attention means. the minimum investment unit, 100share about93but ten thousand yen, if the company issues securities of the target, such as daiwa securities co., ltd. mini10investment is possible in less than ten thousand yen. also, Eof securities tradeSin strain1shares available for purchase at (1million yen or less) is.

(strains of high-tech-related articles)

future high-tech brand of attention which? (All Aboutstrain)

shin background on performance of elpida memory global adoption of high-function mobile phone. DRAMfuture to expand worldwide spread of mobile phones on-board.

tech stocks will be revived or? (All Aboutstrain)

2000years at the timeITare very different now compared with the bubble. from a pc to digital consumer electronics, japanese high-tech technology has prompted.

2000of yearITsituation is different now and when the bubble (All Aboutstrain)

2000of yearITdirect trigger of the collapse of the bubble is due to inventory adjustments by major global mobile phone that contains only makes. why repeat the same thing this time, identify of why you think so or not is very important now.

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tokyo electron market share coater etch (1)