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To: FJB who wrote (12617)1/15/1998 12:30:00 AM
From: Yakov Lurye  Read Replies (1) of 25960
 
Re: 64Mb ramp and .25um

Bob, I am no specialist, but most of 64Mb chips produced now are done without .25 (I am pretty positive about MU line), and many major DRAM manufacturers claim that they are ready for the ramp up. To this extent, immediate ramp up does not require .25mu. Non-DRAM chip makers interested in system-on-a chip like applications could benefit more from .25 installations than the 64mb DRAM makers.

This does not directly contradict your timetable, but seems to limit DRAM-related .25 installations to second-tier DRAM producers and to 128mb/256mb pilot lines at major DRAM companies - work on 128+ mb chips is bound to speed up as soon as the 64mb transition takes place. If 16Mb prices stabilize at current levels, the crossover is expected to occur by mid-year.

Hope you are right though

Regards,

Y.


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