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Technology Stocks : Cymer (CYMI)
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To: Elroy Jetson who wrote (9896)11/17/1997 11:42:00 AM
From: mauser96  Read Replies (1) of 25960
 
If Asian chip manufacturers don't go to smaller line sizes, they will wind up not only at low end commodity makers, but the even worse position of the high cost commodity makers.
The cost reductions are not as great as 2 1/2 fold. There are increased costs going to smaller line sizes, so going from .35 to .25 in the real world might result in about a 40% price savings. Going from 8 inch to 300mm wafers would give a more substantial cost savings.
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