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Technology Stocks : Amkor Technology Inc (AMKR)
AMKR 52.46-1.9%Jan 22 3:59 PM EST
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To: tech101 who wrote (72)2/5/1999 10:06:00 PM
From: tech101  Read Replies (1) of 1056
 
Part of the reasons for the chip overcapacity in the past year was due to larger wafer size (from 6 inches to 8 inches and 12 inches) and die shrinking. According to NationsBank Montgomery, "While previous shrinks have had led to a significant gain in die-per-wafer … some Montgomery studies have indicated that the move from 0.25-micron technology to 0.21-micron manufacturing is currently yielding only 40% more memory bits per wafer. This is not enough to offset the bit demand which is running at more than 80% annually, and increasing. "

Does the larger size of wafer and shrinking die shrinking matter to AMKR business? Barely. A chip is still a chip that needs to be packaged, tested, and burned. However, the demand for more chips by more PCs, cell phones, DVD, HDTV, electronic toys, and Internet, … running "at more than 80% annually, and increasing" does matter.
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