Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (22325)	6/28/1999 8:59:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 25960

Brian, What's your specific concern. The KrF lasers will be CYMIs. 200mm is still a lower productivity technology from a lithography perspective than 300mm. My guess is that PSM's and / or OPC would be being used to achieve what Samsung is claiming. (Katherine could probably verify or correct this assumption.) Thus the announcement is only applicable to the DRAM makers. Essentially, it gives a little bit more life to Samsung's 200mm fabs. I doubt that it changes their plans to go to 300mm and higher efficiencies. And for the foundries or logic chip makers, there's no change whatsoever to their drivers to go to smaller feature sizes with shorter wavelength DUV lasers and 300mm. The only surprise in this story to me is that 1Gb DRAMs will be sampled this year rather than next. This, to me, implies a fairly short life cycle for the 256Mb chip which isn't even out in volume yet. That would result in a faster upgrade cycle by the rest of the DRAM makers in order to be able to compete with Samsung. Net net: Bad for holders of MU and the like; good to great for the equipment companies. IMHO, of course, ;-) Ian.