Brian,
While I wouldn't have predicted it in advance, it does seem to make sense for the largest foundry in the world to lead the charge to 300mm.
Given that TSMC will probably have bleeding edge technology as well as the ability to serve any sector, logic, DRAM, ASICs, ..., I would expect this move to put the pressure on others to get to that same level of efficiency (potentially).
The significance of this move, IMO, is to eliminate the risk of another downleg after the move to 0.18µ. Long before 0.18µ is in production, technology buys for 0.13µ and 300mm will sustain the rally.
Once 300mm capacity buys start, I believe the expression is, "GET THE SUITCASES, NORTON!!! WE'RE RRRRRIIICCCCCHHHHHHHH." <vbg>
JMHO,
Ian. |
