Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 254.76

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3:25 PM EST

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To: Tony Viola who wrote (35030)	5/1/2000 11:36:00 AM
From: Lone Star	Read Replies (1) of 70976

That's always an interesting discussion, Tony. Producers will migrate to the next shrink quickly IF it can be accomplished with most/all of their existing equipment. Then, they have historically benefitted TWO ways, better chip performance (specs), and more chips per given wafer, hence less cost per chip. There has been discussion that with new shrinks the second benefit may be lessening or disapperaing, but I haven't paid enough attention to see if that has indeed been concluded, nor the physical reasons why. If shrinks can only be made with new equipment, than the economics preclude rapid transition. And, if true, that is the overriding need to go to 300mm in order to lessen cost per die, rather than relying on shrinks for cost performance. Shrinks and new materials will still be used for better chip performance.

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