TABLE OF CONTENTS
Pulse Of Technology..................................................................................................................................................................................... 5
Growth Projections ...................................................................................................................................................................................... 8
Semiconductors............................................................................................................................................................................................ 9
Capital Spending And Capacity...........................................................................................................................................................12
Microprocessors...................................................................................................................................................................................16
Memory ............................................................................................................................................................................................... 28
Taiwanese Monthly Semiconductor Sales ......................................................................................................................................... 32
End Markets........................................................................................................................................................................................ 34
Inventory .................................................................................................................................................................................................... 35
Computers .................................................................................................................................................................................................. 45
Desktops...............................................................................................................................................................................................51
Notebooks ........................................................................................................................................................................................... 52
Servers................................................................................................................................................................................................. 55
Wireless Handsets.......................................................................................................................................................................................61
Economic Data ........................................................................................................................................................................................... 64