TABLE OF CONTENTS
Pulse Of Technology..................................................................................................................................................................................... 5
Growth Projections ...................................................................................................................................................................................... 8
Semiconductors...........................................................................................................................................................................................10
Capital Spending And Capacity...........................................................................................................................................................13
Microprocessors................................................................................................................................................................................... 17
Memory ............................................................................................................................................................................................... 32
Taiwanese Monthly Semiconductor Sales ......................................................................................................................................... 36
End Markets........................................................................................................................................................................................ 39
Inventory .................................................................................................................................................................................................... 39
Computers .................................................................................................................................................................................................. 50
Desktops.............................................................................................................................................................................................. 56
Notebooks ........................................................................................................................................................................................... 58
Servers..................................................................................................................................................................................................61
Wireless Handsets...................................................................................................................................................................................... 67
Economic Data ........................................................................................................................................................................................... 70