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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 249.89+3.1%3:59 PM EST
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To: cluka who wrote (24861)1/19/2011 10:53:56 AM
From: Cary Salsberg  Read Replies (1) of 25522
 
RE: "There is little doubt that if everyone sticks to current spending targets it will create oversupply."

I have more doubt. Capital intensity is rising rapidly with each new node. Large capital output for equipment increases bits per wafer markedly but not so much actual wafer capacity.

22 nm without EUV will be an expensive multi pass endeavor. Multiple immersion DUV passes for each critical layer and many critical layers.
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