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Politics : Formerly About Applied Materials

AMAT 258.64

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To: William Nelson who wrote (19855)	6/3/1998 1:40:00 PM
From: Nevin S.	Read Replies (1) of 70976

I don't think 256 Mb chips will be in production for some time. According to Carl Johnson, they will have to be made on 300 mm wafers and no DRAM mfg's have stepped up to the plate with that kind of investment. techweb.com Let's take the dynamic RAM business, for example. Investors are grabbing on to the recent announcements regarding 256-Mbyte DRAM production as if it is the product that will pull the sector out of its malaise. Fat chance! Almost every memory manufacturer knows 256-Mbyte DRAMs can only be profitably made on 300-mm wafers. Simply put, there are not enough candidates on a 200-mm die to justify the production of 256-Mbyte DRAM in mass quantity on this wafer size. We're stuck here, folks -- either move to 300 mm and 0.18 micron to produce these chips or leave the No-Limit Poker table. This is easier said than done.

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