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The worldwide market for chemicals and materials for semiconductor manufacturing grew 6.1 percent in 2005 and is projected to grow another 20.0 percent in 2006.

We continue to see strong demand across all businesses, especially in North America and Asia-Pacific,” says. Robert N. Castellano, president of The Information Network. The market is being driven by strength in demand for CMP pads and slurries, along with increased sales of deep ultraviolet photoresists and related products in all regions.”

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The clear winner in the market is the silicon wafer sector, growing 21.9 percent in revenues in 2006. Higher pricing, increased volume demand across all diameters, and 300-mm capacity ramp-up are responsible. For 2006, SEH will lead wafer the market with a 33 percent share.

No respect

Avinash Kant, an analyst with Canaccord Adams Inc., has a Buy” rating for Entegris after posting its results. Entegris reported Q2 operating EPS of $0.17 on sales $180.7 million (15 percent up q/q), which was better than consensus estimates of $0.15 on $170 million.

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During the June quarter, Entegris generated 58 percent of revenues from unit-driven businesses and the rest from capex-driven businesses,” Kant said.

For the September quarter, management guided for $0.14-to-$0.17 in operating EPS on revenues between $170-to-$180 million.

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We reiterate our thesis that due to the changing of its reporting toDecember fiscal year from its old August fiscal year and its recent merger with Mykrolis, investors have not paid much attention to the Entegris story,” he added.

Wash Lab

Employing the COT model — in which customers are responsible for front- and back-end design, coordinating silicon fabrication with a foundry, packaging and shipment — requires much infrastructure and greater knowledge of the entire design flow,

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May 25, 2006

Is the sky falling on semis?

Technology stocks are falling fast. Why? SG Cowen lists some reasons:

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