Business Editors 
leading independent research organization covering the investor's view
of the semiconductor manufacturing industry, last month published an
article on the sub-contract semiconductor test and assembly industry.
Amkor Technology, (Nasdaq:AMKR), the largest player in the sector, was
identified with its partner, Anam Semiconductor as the only foundry
offering the complete semiconductor manufacturing flow from wafer
process through assembly and test. 
Ron Leckie, INFRASTRUCTURE's CEO, noted that, "Amkor is the
largest player in the sector by a factor of three over its nearest
competitor, and is the industry's assembly and packaging technology
leader." Leckie commented that, "We see a distinct trend where more
chipmakers will embrace the outsourcing model and sell off their
assembly operations to third party subcontractors, causing the
subcontract industry to outpace the growth of the semiconductor
industry itself." Another company to watch in this sector is Taiwanese
based ASE Test, (Nasdaq:ASTSF). Of course, the growth will also
benefit equipment suppliers to the sector including Aetrium
(Nasdaq:ATRM); Credence Systems (Nasdaq: CMOS); Cohu, Inc.
(Nasdaq:COHU); Kulicke & Soffa (Nasdaq:KLIC); LTX Corp. (Nasdaq:LTXX);
Micro Component Technology, Inc. (Nasdaq:MCTI); and Teradyne
INFRASTRUCTURE is the autonomous research organization of WIPNET
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mid-week "Industry Notes" and is the recognized leader in bringing
technology, market and investment-oriented analysis on the
semiconductor, semiconductor capital equipment, flat panel display and
related industries. 
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Further information on INFRASTRUCTURE may be obtained by visiting
the Web site at: or calling 972/492-7208.
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