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Technology Stocks : Novellus

NVLS 2.400

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Jul 24 5:00 PM EST

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From: etchmeister	6/30/2010 12:51:20 AM
	of 3813

40nm Seen as Profit Engine for DRAM Makers in 2011 2010/06/29 ("One for the money, two for the show") Taipei, June 29, 2010 (CENS)--P.L. Pai, vice president of Nanya Technology Corp., recently said 40-nanometer process will impressively drive up earnings for dynamic random access memory (DRAM) chipmakers in 2011 as the process would then grow mature in terms of technology, cost and yield rate. He pointed out that many DRAM chipmakers remain in the learning curve area with 40nm process and lead time of 40nm immersion tools averages nine months, making the process unlikely to be available until 2011. Pai said Samsung has migrated to 46nm process and Hynix is likely to overcome hurdles to shift to 4x nm process in the third quarter, making them pioneers of 40-nm process frontier. He estimated DRAM revenue would exceed US$40 billion worldwide this year, setting another high in 15 years. In 1995, the world revenue was US$41.4 billion with 23 makers. Nanya has begun pilot production with 42nm process in June using two 4x nm immersion tools and will add two more such machines sometime in the second half this year. (by Ken Liu)

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