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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (115)	10/29/2001 8:50:58 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Intel is trying to increase its 'two-generation' lead in flash I'm always surprised when some people wonder why a chip maker keeps building fabs during a period of overcapacity. Intel, for example, didn't cut back its huge capital expansion program this year. The reason, of course, is quite simple. The new fabs can turn out denser products that outperform current generation parts, and cost less money as well. The older fabs just can't compete. Intel, which has been going all out to add the latest 0.13-micron capacity for its microprocessors, is now moving another product line to the 0.13-micron process. This week the chip giant introduced the world's first flash-memory devices based on 0.13-micron technology--a move that will ultimately enable it to develop chips storing more than 512-megabits. Its first flash devices are nearly 50% smaller and consume less power than the 0.18-micron chips Intel has been making. said Scott McCormack, product manager at the Santa Clara-based company. Intel, which is the world's leading supplier of flash memories, now claims it is "at least two generations ahead" of its rivals in terms of process technology in this market. "Our goal is to ship 0.13-micron [flash-memory devices] before our competitors ships their 0.18-micron chips," brags Scott McCormack, flash product manager. "We want to break away from the competition," declares Scott Dunagan, another flash product manager. By 2003, Intel figures that 50% of its overall flash-memory shipments will be based on 0.13-micron technology. By then, it hopes to ship the world's first NOR-based, 512-megabit device. It will be in production on the first 0.13-micron flash chips by the spring of 2002.