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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant? -- Ignore unavailable to you. Want to Upgrade?

To: olduvai5 who wrote (4616)1/24/2001 1:13:52 PM
From: Zeev Hed  Read Replies (1) | Respond to of 4697
 
Olduvai, according to a prior post, SEH will be in full production at 50,000 wafers/month by summer on their first dedicated 300 mm facility. I don't know where it is and who are the customers, but with demand by the middle of next year probably approaching 250,000 wafer/month, I fear that there will be a negative impact on plans to deploy 300 mm fabs that will stand idle due to lack of wafers. I was trying to see if the wafer pipeline is being built and I cannot find any evidence to that.

Zeev



To: olduvai5 who wrote (4616)1/25/2001 7:52:46 AM
From: Carl R.  Read Replies (1) | Respond to of 4697
 
Olduvai5, as demand for 300mm heats up, and the wafer suppliers start to build plants to supply the 300mm wafers, what equipment suppliers will benefit the most? Am I correct that ADEX will benefit from supplying metrology equipment to the wafer suppliers? How about anyone else?

Carl


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