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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: White Bear who wrote (6943)	8/23/2001 9:11:23 PM
From: Think4Yourself	Read Replies (1) \| Respond to of 23153

This one's up as a pure 12 and discusses fab6 which is mixed. Samsung is also ramping at least one 12 making memory in Korea. As for the rest, you'll have to do the homework same as me to find them. The chip makers don't tend to advertise what they are doing, but willing to bet (at least) Intel, Fujitsu, UMC and probably Winbond are building 12 inch fabs. TSMC ramping 300-mm wafer fab eetimes.com Incidentally, Samsung has already said they are going to flood the memory market to gain market share as their fab ramps up. Holding memory makers like MU at this time is foolish (IMHO)

To: White Bear who wrote (6943)	8/23/2001 10:59:41 PM
From: White Bear	Read Replies (2) \| Respond to of 23153

John, I suspect that the money is made below 12". I worked in the business for 12 years. I worked on the 486 and I worked on 2+GHZ AMPS. You are wrong when you post that the business has moved to 8" exploding to 12". You don't know shit about the business my friend. s

To: White Bear who wrote (6943)	8/23/2001 11:27:57 PM
From: energyplay	Read Replies (1) \| Respond to of 23153

Not many new fabs in Silicon Valley - labor cost is too high. Most of the new fabs in the Valley are specialized analog / mixed signal / RF/ and/or Silicon on insulator stuff which needs LOTS of very experienced people to tweak it. THe top four have had announcements, the rest of the industry is dancing around hoping someone else goes first to make the mistakes, but knowing that they may need to follow quickly if their competitors move to 12 inch. Very much like the penguins waiting for some one to go in the water. After 5-6 have done it , everyone will want to do it right then - But no one wants to be first or second. This waiting period can really stretch out, especially if there is no "visibility". Or it could cascade on some positve news.... Makes it real interesting to put a value on AMAT, KLA-Tencor, etc. I woould expect the AMAT threads would have better information on this. 12' fabs - Intel - probably plan to dominate flash meemory in additona to micro processors. Either Oregon or Arizona. IBM - Probably Vermont or Fishkill , NY TSMC Taiwan solid ************ UMC - probably Korean DRAM makers - Samsung especially , but may get delayed due to financing Micron - maybe - Idaho Texas Instruments - maybe Infineon (ex Siemens) maybe, maybe cooperating wtih AMD