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Politics : Formerly About Applied Materials

AMAT 235.13

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Nov 10 3:59 PM EST

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To: Proud_Infidel who wrote (35321)	5/26/2000 11:43:00 AM
From: Dr. Mitchell R. White	Read Replies (1) of 70976

Brian and threaders, it's my understanding that OVERALL there is a shortage of wafers, and that perhaps there are even allocations being designated in certain subsectors of that industry. In addition, the wafer makers could be holding their production at an artificially low level to get and hold on to a price bump. The issue as I see it is that there are imbalances between what the wafer makers can/will supply, and what the industry wants at present. Certain 200mm wafers, with epi and other bells and whistles, are apparently not available. Otherwise we wouldn't see some of the big manufacturers (TI, STMicro, etc.) moving and reusing old epi furnaces and diffusion equipment to take advantage of lesser-specified wafers that ARE available. Can they get and hold a price bump? I would say yes, maybe as much as 10% now and 10% again in the fall. And when 300mm comes on, even more for those. Unless SOI becomes the standard way to make chips at that size.... Mitch PS I heard that the fine-quality gas manufacturers expect to get about 10% more for their products across the board, starting soon. And for nitrogen trifluoride, the sky's the limit; it's basically unavailable at present. M

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