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To: FJB who wrote (20240)11/19/1998 12:08:00 PM
From: D. K. G.  Read Replies (1) of 25960
 
The move to 300mm could have a negative impact on equipment suppliers:

Message 6476665

More comments posted by Katherine Derbyshire via the author
in the first report, Dr. Robert Castellano.

Message 6481817

excerpt of note:

And even if the same number of new fabs (20) were built,
semiconductor companies would not buy all the tools to stock
them anyway -- why purchase 20 steppers at $6 million if you
only need to use 10? Fabs would be partially stocked with
equipment, which would be purchased on a "need to buy"
basis. Either way, only half the equipment would be needed.


The Information Network site:
theinformationnet.com

regards,

DKG
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