Micron Only Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum

MU 246.95

+4.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DavidG who wrote (43941)	3/17/1999 8:23:00 PM
From: PAinvestor	of 53903

Korean and Japanese producers have followed a business model pioneered by Toshiba whereby they move to quickly ramp up next generation chips when the penetration is still only in high end servers etc. where significant price per bit premiums can be secured for a time (6-12 months or so). Current 128meg prices are still over $20 last I checked (anyone have any updates?) but costs are around $15-16 at the top Japanese makers and dropping fast. The Japanese have quite a lead here over the Koreans and MU. In fact they should produce over 50m units of 128meg this year ahead of the Koreans which should produce about 35m or so. MU unfortunately will not even be close to reaching these figures or even be in volume production by year end. As Fabeyes has stated they haven't even shipped samples yet. Hopefully their 64meg shrink will be successful enough to make up for what they are missing out on the 128meg. That is their strength, but again, I have yet to hear how successful their use of phase shift masks is proceeding given that their exisiting ASML steppers have sub 0.6 NA's. Has anyone heard anything further of yields?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next