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Technology Stocks : Micron Only Forum

MU 344.97

+5.5%

Jan 9 9:30 AM EST

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To: Skeeter Bug who wrote (27746)	2/4/1998 11:40:00 AM
From: Ed Beers	Read Replies (1) of 53903

Skeeter, The number I keep hearing is that a 64 MBit chip is 3 times the size of a 16 MBit chip assuming that they use the same process. The core memory cell quadruple but there is much less overhead (pads, io cells, boarder, ...). You also save some money in test and assembly. On the down side, yield get worse and not just by a linear curve either. You also lose more silicon near the wafer edges since the larger die don't pack into a circle as well. Bottom line, if your yield is really good, you benefit from a transition to larger parts. But not too much. I don't see customer demand forcing the issue until PC configurations above 64 MBytes become common. Since 32 MByte machines are the mainstream today, this is a while off. The only significant short term impact I see is that several Japanese companies are planning to start ramping 64 MBit productions on new production lines. Earlier posts indicate that this will result in a 50% increase in Japanese bit production over the next couple of months. Ed

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