Applied Materials No-Politics Thread (AMAT) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

AMAT 258.45

-0.6%

10:19 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (11117)	8/5/2004 3:36:37 PM
From: Proud_Infidel	Read Replies (1) of 25522

Businessmen Plan China Flash Fab By David Manners -- Electronics Weekly, 8/5/2004 A group of South Korean businessmen has floated the idea of building a flash fab in China following the $1.8 billion flotation of Chinese foundry SMIC and the surging NAND flash market. The group, called LMNT, is looking to raise $1.4 billion to build the fab in an industrial park near Beijing and start production next year. "Anyone wanting to get into the flash business has to be prepared for an even bumpier ride than the DRAM business," said Joe D'Elia, a VP at iSuppli. "NAND flash pricing has taken some very severe hits and our expectation is that it will drop a heck of a lot more." To compete in NAND flash, LMNT will need cutting edge process technology which China is forbidden to have under the Wasernau Agreement, while a new company in the flash market would need myriad licenses to use flash IP. Furthermore LMNT would be competing against companies that can run both DRAM and flash down the same line and switch wafers to take account of market conditions.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next