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SAN JOSE, Oct. 7 - With the glow of an outstanding 2004 still present, suppliers of silicon wafers are forecasting a marked slowdown in 2005.

According to the SEMI Silicon Manufacturers Group, wafer shipments will end 2004 up 23% year-on-year. But the group predicts wafer shipments will grow just 5% in 2005. The unit of measurement is millions of square inches.

"The silicon wafer capacity continued to be in balance with the demand through the first half of 2004 and we foresee continued moderate year-on-year growth that will result in cautious expansion and a tight supply scenario that should lead to an improved financial outlook for the silicon industry," said John Kauffmann, SMG chairman.

Kauffmann said that the SMG concurs with the statement in the July news release from the Japan Society of Newer Metals, which indicates that "the administrative circumstances of the silicon industry are becoming more severe [tight supply]" and "semiconductor manufacturers and silicon manufacturers should further strengthen ties of partnership and cooperate on technology, cost, etc. to settle the existing issues."

 

 

Process Rx: Kester Offers Pb-Free Clinic at Mexitronica

October 12— Kester will hold a Lead-free Mini-Clinic at their booth, number 710, during the  Mexitrónica Conference and Exhibition in Guadalajara, Mexico, from Oct. 19-21, 2004.

 

Users and future users of lead-free will have the opportunity to ask industry experts pertinent questions to enable them to achieve lead-free assembly rapidly and efficiently.

 

Kester will also exhibit a complete line of lead-free products. Kester University ‘s lead-free training program and consultancy services will also be available.

 

Armando Torres will host the clinic throughout show hours.

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RESEARCH TRIANGLE PARK, NC, Oct. 11 -- MCNC Research & Development Institute will develop advanced interconnect technology for infrared detector systems to be used in in high performance military and space surveillance applications.

The U.S. Department of Defense awarded the nonprofit research group a research contract for the Vertically Interconnected Sensor Arrays (VISA) program. This contract is a collaborative effort between MCNC-RDI and DRS Infrared Technologies.

The program objective is to develop 3-D architectures and circuits that enable massively parallel signal processing for high-resolution IR focal plane arrays for strategic and tactical systems. The 3-D interconnect permits integration of  detector arrays with multiple layers of ICs by means of insulated and metallized vias (vertical holes) etched through the body of the IC chips. The resulting multilayer structure offers optimal short interconnect paths and enables significantly higher interlayer bandwidths for more demanding signal processing requirements.

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BOSTON, Oct. 11 -- Air freight carriers in the Asia-Pacific are hiking rates as the peak shipping season gets underway, with carriers warning that space has become tight in many leading gateways as demand outstrips capacity. Furthermore, rising oil prices are leading to fuel surcharges, carriers say.

The weeklong Chinese Autumn holiday that ended this week has had a big impact on air freight conditions, says Trans Global Logistics. "Local factories pumped out high volumes of goods before the break and many factories continued to churn out goods during the week, adding to the backlog of cargo at regional transit hubs," the company said in a customer briefing. Transit times will likely grow, Trans Global says, as the cargo buildup is worked ouut.

Regional notes:

  • Shanghai carriers have announced a rate increase of 9%, while transit times for deferred service have suffered because of the freight buildup. Export volume is projected to be strong through October.
  • Big-project shipping will keep air cargo strong in Hong Kong through November.
  • In Taiwan, carriers have announced a third round of peak season increases (10 to 15%), but those levels may not stick because the market is not as strong as expected. Anticipate longer transit times and higher costs for space and fuel, and book large-sized or "hot" shipments as early as possible.
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