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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
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To: DJBEINO who wrote (3876)9/1/1998 12:20:00 PM
From: patrick tang  Read Replies (2) of 9582
 
If you read Hyundai between the lines:

LSI has to build fewer designs and more chips not fewer chips and more designs as they have been doing

I would interprete that to mean they are converting their .35um 16M DRAM fabs to do 'logic' chips by buying a few machines for tungsten plugs for x layer metals. They do not have the money, upwards of $300M/fab, to convert the fabs to do sub 0.25um deep litho UV DRAMs.

The guys who have that dough will do well the next time around. I wonder the USC steppers are deep UV capable?

patrick
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