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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (58885)1/16/2002 1:19:55 AM
From: StanX Long  Read Replies (1) | Respond to of 70976
 
You posted He said that 300mm yields twice as many chips as 200mm.

When queried about Capex reduction he said. 5.4 million in 02 will buy us as much capacity as 7.3 bought us in 01.His reference was again to the increased yields that 300mm offered.


Well not quite. Yes the 300mm could have twice as many chips than 200mm. But that suggest they've have equal yield, and this could be true. But each system cost should be about 150% of the 200mm. So his math could work out if the yield on the 300mm equals 200mm, but this is not certain.

Thanks

Stan



To: robert b furman who wrote (58885)1/16/2002 11:26:42 AM
From: willcousa  Read Replies (1) | Respond to of 70976
 
Some are saying that intel will be so efficient on 12" production that they will down-bin P4's to take lower end market share. If that should prove true, it will mark a sea change for the processor market.


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