Applied Material expects the memory market to remain strong that more than 20 new memory fabs will emerge over the next three years, said the company's president and chief executive officer Mike Splinter.

Mike Splinter believes Applied Materials' improved position in the memory segment will benefit the company throughout 2007. He sees persistent investment from memory makers, particularly NAND flash makers in the second half of 2007. He stressed that the planned investment by memory makers are progressing as planned.

For Applied Materials, the company regards the first half of 2007 as "DRAM intensive" with 50% of the company's orders coming from DRAM makers, Splinter said. However, moving into the second half of the year, he expects DRAM expansion to phase down slightly. NAND flash expansion, on the other hand, is likely to offset the drop in DRAM investment, as he noted that the company is seeing a few very big flash projects set to go through in the second half of 2007.

By: DocMemroy
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