Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.89

-1.2%

Dec 31 3:59 PM EST

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To: Big Bucks who wrote (10174)	10/31/1997 8:29:00 PM
From: Tech Buyer	Read Replies (1) of 70976

>>"NO ONE WANTS TO BE KNOWN AS THE COMPANY THAT BUILT THE LAST 200mm FAB"<< BB and others, I wonder if this is partially rhetorical media sound bite. Does anyone remember or care who were the last companies to build 150mm and 100mm fabs? And did these previous wafer-size transitions actually caused a significant industry slowdown? It seems likely that both types of fabs will be built at the same time in different parts of the world, for a short while anyway. For example, Siemens could have the first 300mm fab running while other 200mm fabs in Asia are still being completed. Other big chip makers would then feel some pressure to keep up. Any historical perspective from long-time experts would be appreciated. TB

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