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Technology Stocks : Semi Equipment Analysis
SOXX 301.15-1.2%Dec 31 4:00 PM EST
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To: Berk who wrote (9646)4/30/2003 12:30:11 PM
From: Kirk ©  Read Replies (1) of 95657
 
Moore's Law is only for TECHNOLOGY scaling which goes by feature size.

Going from mm wafers to 200mm to 300mm wafers gives a 9/4 cost advantage (roughly) that adds to Moores law for die size shrink. Add in reduced losses on large chips to edge / round effect and competition and you get a dramatic price decline. '98 prices might have been with 150mm wafers...
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