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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: marginmike who wrote (165560)5/14/2002 8:50:20 AM
From: maceng2  Read Replies (1) of 436258
 
I regard this link as about right on the semis for now.

ebnonline.com

As the hi tech guys migrate to 300mm wafers for cost competitive reasons, a lot of 200 mm capacity will be freed up for the low tech guys.

Last year a company I worked for finished migrating from 100mm wafers to 150mm wafers. You can put between 10,000 to 30,000 standard analog parts on a 150mm wafer. 20k wafer per month is normal capacity for a Wafer Fab. So one fab of one semiconductor company can push out several billion chips per annum without even trying hard.

Hi tech chips are different of course. Maybe only a couple of thousand on a 300mm wafer.

There is overcapacity right now, and the 300mm migrations will make the situation much worse imho. You will be able to buy semi capacity for pennies on the dollar (as per usual in the downturn)

When ? I don't know, but I see this boosting of the semi equips as short lived.
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