Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.89

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Dec 31 3:59 PM EST

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To: Big Bucks who wrote (10174)	11/1/1997 12:16:00 AM
From: Stefan	Read Replies (1) of 70976

Are you suggesting that there will be no FABs build in the near future just because "No one wants to be last to build the 200mm line" and the 300mm is not ready? If there is a CEO at any of the semi. co. that things this way he should retire, unless he is trying to sell 300mm equipment. At this point 300mm will be driven by DRAM manufacturers who need to lower their cost per chip to make any profit. As you may remember Intel originally did not see need for 300mm line for next two generations of their CPUs. Well, they got "paranoid" when AMD and Cyrix turn on the heat with new offerings. Now to keep their competitive advantage they have to invest in new technologis to increas speed of chips (lower RC and smaller features) and lower the cost (larger wafer, smaller features,incresed yeald). In the future largest % of productivity improvments will have to come from better processes and improved equipment since there are phisical limits to the size of the wafer and line with. Companies who are not in commodity business will build 200mm lines even when 300mm will be available. <JMHO> If you want to have fun, go in to the FAB.

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