Semiconductor and Semi-Equipment Analysts - Their Calls 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 : Semiconductor and Semi-Equipment Analysts - Their Calls

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Katherine Derbyshire who wrote (92)	8/10/2000 11:59:24 PM
From: FJB	Read Replies (3) of 195

>>Not all the chip companies have embarked on 300mm, and those that have are on different time schedules, and can halt 300mm build out should over capacity raise its head. << Leaving them with a multi-billion dollar hole in the ground and no way to recoup the investment? I doubt it. They're more likely to try to build out faster in order to beat the other guys I realize you were joking around a bit, but there really is nothing preventing companies from stopping at the fab shell phase, which is only 10% of the cost of a $2B 300mm fab. DRAM sales reached a record high in bit terms in 1996. They reach a "record high" every year. Tracking the gap between cost per bit vs. price per bit would be more fruitful, but I have never seen any data for this. Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next