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To: Ian@SI who wrote (36846)	8/17/2000 2:12:36 PM
From: James Calladine	Respond to of 70976

ECONOMIC REVOLUTION: I think your comment sums it up very well, Ian. There is a long-standing trend to the internationalization of everything. The Internet is the great leveler in this process and the great catalyst. When all of the fiber that is presently enroute to be being installed (world wide), this process will be tremendously aided. All this will require prodigious quantities of new semiconductors--300 mm is (from what we can see) just starting. The equipment to make them will continue to be enhanced to ensure maximum productivity. Of course, along the way there will be peaks and valleys AND all kinds of International events, wars, etc will definitely slow things down or even temporarily stop the growth. But the overall growth WILL be there, for the primary reason that almost everyone is expecting it. People deliver worlds according to their mass expectations. Best wishes, Jim

To: Ian@SI who wrote (36846)	8/17/2000 2:18:14 PM
From: Proud_Infidel	Respond to of 70976

Nanya to be listed in Taiwan, plans 300-mm fab Semiconductor Business News (08/16/00, 08:15:38 PM EDT) TAOYUAN, Taiwan -- Taiwan DRAM maker Nanya Technology Corp. here on Thursday (Aug. 17) will become a publicly listed company on the local market, as part of an effort to raise funds to build a 300-mm wafer fab. Nanya, which will be listed on the Taiwan Stock Exchange, plans to issue 25 million shares at $2 each. The company in part will use the proceeds to build its initial 300-mm wafer fab, which will begin construction in the first quarter of 2001, according to sources from the company. Formed in 1995, Nanya is part of the Formosa Plastics Group, Taiwan's largest conglomerate. Initially, Nanya licensed its 16- and 64-Mbit DRAM technology from Japan's Oki Electric Industry Co. Ltd. But Nanya licensed Oki's trailing-edge DRAM technology, which proved to be a disaster for the Taiwan company. In the late-1990s, Nanya received a major boost by licensing DRAM technology from IBM Corp.'s Microelectronics Division. At present, the Taiwan company makes 64-Mbit DRAMs, with plans to move into the 256-Mbit space in the future. Nanya has one 8-inch fab, with another 8-inch [200-mm] plant expected to begin production this year. Like other local chip makers, Nanya is also planning to build a 300-mm fab as well. Several months ago, Nanya announced investments of more than $800 million to boost DRAM production (see May 16 story).