WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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From: FJB	5/31/2013 6:46:48 AM
	Read Replies (1) of 60323

Tom Diffely - D.A. DavidsonOkay. And then maybe, talk a bit on the NAND side when the industry or if the industry moves to the 3D NAND structure what that does to the demand for your tools. Timothy Stultz - Yeah, actually, I would say that it’s when. It’s not an if. They VNAND is a technology that is definitely got legs. We won – first slot for us in the 3Dmemory. I think that you’re going to see a slight increase in the OCD tool used for that technology because it’s a little more complicated device than in traditional plainer NANDs. And they’re also – the fab investments that are planned are for some very large fab. So, the one that’s in China is going to be up to 200,000 wafer starts per month which is a pretty significant Greenfield opportunity. seekingalpha.com eetimes.com

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