Ian, if the ramp up will be more rapid, then the BTB should have continued its ascent, it seems to provide a small inflection point (1.28 vs 1.30 in the prior month). If you look at DRAM for instance, all the major player have or have announced increased capacities from 80% (MU) to 150% (NEC), all without new fabs, but just by improvements in processes and of course feature reduction. If their are 30 shells being readied to be demothballed, and another five or so new fabs coming on line from ground zero, that should add a good 30% to world capacity without improvements in the existing fabs, with improvements, not even as big as the DRAM foecast, we are really going to shorten the cycle. (Here I go, worrying again <VBG>).
Zeev
Zeev |
