Bongagong, the key phrases re Samsung:
With a wave of new DRAM capacity threatening to break over the market, Samsung had little choice but to hike its own output, both by adding capacity and by shrinking die sizes, according to analysts.
To that end, the company is adding a second production module to its Austin facility that will be equipped with a 0.23-micron manufacturing process. The original Austin fab lines will be upgraded
to a sub-0.25-micron process, as will two fabs in Korea, according to sources. When the upgrade is completed, the Austin plant will have more than doubled its capacity to 21,000 8-in.-wafer starts per month.
Again, more good news for Cymer. The race is just getting started again, and Cymer will be a toll collector, printing money. Just like the suppliers to the people panning for gold in 1800s California, Cymer will get rich while everyone else struggles to make a living.
Go CYMI!
Jay |
