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Strategies & Market Trends : 50% Gains Investing

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To: Dale Baker who wrote (2875)2/3/1999 5:56:00 AM
From: Mao IIRead Replies (1) of 118717
 
DB: This is of great significance. Don't know if you follow semis, but clearly a multi-year cycle has begun and there is serious money to be made. M2

Message 7619056

It's time for some fireworks....

Here we go ... Intel plans 300-mm fab in Oregon
By Jack Robertson

SANTA CLARA, Calif. -- Intel Corp. here has decided to go ahead with its first
300-mm,
0.13-micron-design-rule fab in Oregon, and next month will announce a 10-year, $10
billion program in the next-generation wafer size, sources said today.

Intel will launch construction this year of a 300-mm development fab that will expanded
into initial production, according to the sources. Next month's announcement will cover
a
full-blown Intel plan to expand into multi-fab 300-mm production over the next decade.

Intel's commitment is expected to revive the chip industry's lagging 300-mm wafer
interest. After Siemens Semiconductor Group and Motorola Semiconductor Products
Sector launched a 300-mm pilot line in Dresden, Germany, other chip makers, including
Intel, put their larger-size wafer plans on the shelf.

One major equipment firm, Applied Materials Inc., reportedly will reinstitute its own
300-mm program, based on a large order for equipment for the new Oregon fab. Along
with the rest of industry, Applied froze its 300-mm program early last year when chip
makers backed away from launching even pilot lines.

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