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Politics : Formerly About Applied Materials
AMAT 268.780.0%3:32 PM EST

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To: davesd who wrote (13937)12/30/1997 12:16:00 PM
From: FJB  Read Replies (1) of 70976
 
Dave,

Yeah, they dominate in unit volume. If you work back from the 150M/month 16Mb output using a conservative die size of 50mm&#178 and 80% yields you get about 330,000 200mm wafers per month output. The largest fabs do 25,000 to 30,000 200mm wafers/month running at full capacity, so we end up with about 11 to 13 megafabs worth of production from the 150M/month 16Mb. Then we also have 64Mb, so...

No point to the above calculations. I'm just trying to get a handle on how DRAM is 40% of the equipment market. Do you recall where this figure came from? I'd like to investigate it further.

TIA,

Bob
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