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Politics : Formerly About Applied Materials
AMAT 228.68+1.2%3:59 PM EST
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To: Ramsey Su who wrote (22123)7/24/1998 11:10:00 AM
From: Katherine Derbyshire  Read Replies (1) of 70976
 
Since I don't know how Lehman did their calculation, I'm not going to say their DRAM capacity number is wrong. Yes, DRAM demand has increased, so capacity and demand probably are closer together than in 1996. Instead, my point is that DRAM capacity isn't the whole story. For instance, the Taiwanese industry, responsible for some of the most worrisome utilization reports, is primarily foundry-driven. Furthermore, some of the DRAM companies seem to be shifting excess capacity to foundries, easing the DRAM problem but making the foundry problem worse.

Katherine
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