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Technology Stocks : Micron Only Forum
MU 207.36+3.0%Nov 21 9:30 AM EST
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To: PAinvestor who wrote (42300)1/16/1999 10:57:00 PM
From: eabDad  Read Replies (2) of 53903
 
PAi-

I would agree that yields for sub 0.25 micron is problematic today for most, but many Japanese were late in learning DUV as they stretched i-line to 0.25 micron. This will work out in time - my experience with yield issues in DRAM is that they do not last more than 6-9 months.

The DRAM market is balanced in q4 this year if 64mb is 80 sqmm yielding 80%. The 0.23 to 0.25 micron window does this just fine. To the extent that the market outperforms this mix in terms of bits per wafer, we are still oversupplied.

Z
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