Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 304.08

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3:59 PM EST

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To: Big Bucks who wrote (13731)	12/21/1997 7:23:00 PM
From: davesd	of 70976

Buck, any new fabs will have the latest and greatest production worthy tools...but I doubt that FABs are going to retire 200mm, .30u tools anytime soon to replace them will 200mm, .25u tools. At this point in theory we can say that FABs can make more chips with .25u technology. However, we have no idea of the yeild and the COO of .25u tools vs .30u tools. Maybe, when we take all the variable into consideration....it's cheaper to make DRAM with .30u than it is with the current .25u tools...maybe that is why DRAM production is still .3/.35u. The .25u tools may still need some improvement in the yeild area. dave

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