Gary, we all know that foundries are doing roaring business. The world's largest foundry, TSMC are operating at 100% capacities and fully booked too. In fact, TSMC alone plan a massive 14 billion expansion plan for the next ten years. To the Cymer Sufferer, this should warm your heart,
TSMC plans to start production in another 8-inch fab in early 1998. And last spring, Taiwan's largest IC maker announced a massive, $14.5 billion expansion program, including plan to build one 8-inch, 0.18-micron fab and nono less than five 300-mm plants over the next 10 years. From techweb.cmp.com
By the way, TSMC is partly owned by Philips, so all ASMLF all the time. |