Lam Research (LRCX, NASDAQ): To the Insiders Message Board

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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders

LRCX 162.25

-1.7%

3:59 PM EST

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From: etchmeister	4/23/2008 3:43:30 PM
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Hopefully LAM does not get deLAMinated...there is still 200mm capacity out there and hopefully new products will gain traction. In case the capex bubble was caused by DRAM it should imply other segments must have spent more conservatively - NAND is about to overtake DRAM I believe and supposedly TSMC is holding back. Hard to believe they can come close to those numbers... finance.yahoo.com Hynix scraps planned sale of 200mm fab Posted : 05 Sep 2007 Add to Favorites Print Version Email Send inquiry With a massive expansion plan on the way, South Korea-based Hynix Semiconductor Inc. has scrapped plans to sell its older M8 200mm fab in Cheong-ju, according to the Korea Times. The company instead plans to upgrade M8, which produces NAND flash memory products. It is, however, still unclear what will happen to Hynix' other 200mm fab in Korea. Reports have circulated in June that the company has been in talks with TSMC and others to sell the 200mm NAND line, dubbed M9. The output for both 200mm fabs is 300,000 wafers per month. With little or no fanfare, Hynix earlier this month claimed it will invest $13.3 billion by the end of 2010. As part of the plan, it claims it will build three or four 300mm chip lines, the report said. - EE Times

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