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Technology Stocks : General Lithography
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To: Andrew Vance who wrote (1224)5/12/2000 12:48:00 PM
From: Katherine Derbyshire  Read Replies (3) of 1305
 
>>There are 29 new fabs coming on line this year and next, not counting upgrade, expansion or retrofit fabs. A majority of those fabs will be 300mm I
believe. IF so, we should have enough fabs on line in mid to late 2001 such that the entire equipment set is sufficiently debugged.<<

Really? Current estimates that I've seen call for only 2 high volume 300 mm fabs by 2003, and maybe a handful of pilot lines.

semiconductoronline.com{31D65405-095B-11D4-8C32-009027DE0829}

Can you talk about your sources in a little more detail?

Thanks,

Katherine
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