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Politics : Formerly About Applied Materials
AMAT 268.87+4.6%Jan 2 9:30 AM EST
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To: robert b furman who wrote (58885)1/16/2002 1:19:55 AM
From: StanX Long  Read Replies (1) of 70976
 
You posted He said that 300mm yields twice as many chips as 200mm.

When queried about Capex reduction he said. 5.4 million in 02 will buy us as much capacity as 7.3 bought us in 01.His reference was again to the increased yields that 300mm offered.


Well not quite. Yes the 300mm could have twice as many chips than 200mm. But that suggest they've have equal yield, and this could be true. But each system cost should be about 150% of the 200mm. So his math could work out if the yield on the 300mm equals 200mm, but this is not certain.

Thanks

Stan
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