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Politics : Formerly About Applied Materials
AMAT 230.77+0.9%Nov 12 3:59 PM EST
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To: advocatedevil who wrote (50473)8/13/2001 7:23:04 PM
From: mitch-c  Read Replies (3) of 70976
 
200mm dropoff

This is what worried me from a purely geometric pov. As the wafers go to 225% the size, *and* the die shrinks hit, one SCE machine can process far more chips, more efficiently. However, the companies selling those machines are generally not selling them at an equivalent premium ... which winds up cannibalizing 200mm sales. (Generally analogous to end-of-model-year sales for new cars.)

The 300mm penguins are milling at the edge of the iceberg, but none wants to be the first to jump.

- Mitch
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