Formerly About Applied Materials 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.

Politics : Formerly About Applied Materials

AMAT 294.18

-7.7%

12:03 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: derek cao who wrote (8223)	9/26/1997 5:32:00 PM
From: Rob-Chemist	of 70976

I think it would be more accurate to describe MU as primarily a DRAM manufacturer. They are making a major effort to get out of just DRAMs and are now doing some ASICs as well as making PC's. In terms of cheaper DRAM prices, alternatives to getting rid of the 16Mb equipment include shrinking the design and simply upgrading to 64Mb. Assuming that you have a "state of the are" 16 Mb factory, I believe that most of the equipment used for 16Mb production can be directly translated to 64Mb production: i.e., a 4-fold increase in DRAM ouput with minimal expenditure for equipment. Equipment upgrades would only be for the critical layers and to remove bottlenecks.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next