Formerly About Applied Materials 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.

Politics : Formerly About Applied Materials

AMAT 269.48

0.0%

11:08 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tony Viola who wrote (46171)	5/3/2001 5:25:56 PM
From: Cary Salsberg	Read Replies (1) of 70976

How many chips? That is how many wafers and how many chips/ wafer and what is the yield per wafer. Another question is what is the capacity utilization. How many chips compared to how many possible chips. There are only 4 leading US front end companies: AMAT, KLAC, LRCX, NVLS. There is only 1 leading US/European front end lithography company: ASML/SVGI. Since these companies are intimately involved in supplying the key technology to the chip makers including participation in developing process technology and achieving yields and since a fab line is a coordination of multi-vendors tools with various order lead times, it is not surprising that the equip guys have their finger on the pulse of the industry.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next