Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: TI2, TechInvestorToo who wrote (8852)	2/10/2004 9:29:56 PM
From: Big Bucks	Read Replies (1) of 25522

TI2- I remember 3" and have seen 1" wafers... There are other reasons that 450mm wafers won't become "fashionable" the substrates become to bulky and hard to handle beyond 300mm.... Rough estimate to design a new piece of semi equipment is about $20-$30M for each piece of equipment... an integrated set of equipment would cost roughly $200-$400M to develop...it would take a boat load of sales to justify the development cost... the sales price would likely be around $10M+ each to purchase, think of the cost to build a complete production fab...you probably get to around $7B-$8B for a fab...ROI becomes cost prohibitive...it would be more practical to develop 300mm GAs wafers or some new innovative technology. Silicon will soon reach its' performance limitation. Other materials will replace it at the extreme high end. BB

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