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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (27227)	4/4/1998 8:54:00 PM
From: Brian Moore	Read Replies (1) of 132070

John Dvorak reports on the SEM-Invest Conference in New York (PC Mag, 4/21/98): "...most of Asia has put plans to build new fabs on hold..." "...at least 20 new fabrication plants -- most of them to make 300-mm products -- are in limbo. This is an enormous number of chips that will not be coming on-stream when they should. Since these things are planned so far in advance, it means that once more we'll see some sort of shortage situation, probably around 2000..." "...the potential for a shortage and a slower advancement might well make these companies more money..." "As more memory-intensive applications appear ... we'll start to see prices go up again." "It is estimated that 17 of the 20 fabs that were put on hold were going to be for memory chips."

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