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To: Ausdauer who wrote (28291)	5/28/2005 2:42:05 AM
From: Cary Salsberg	Respond to of 60323

RE: "...8 inch wafers annually?" Usually, the number represents wafer starts per week, less likely per month. Industry capacity statistics (SICAS) are given per week.

To: Ausdauer who wrote (28291)	5/28/2005 11:24:00 AM
From: slacker711	Respond to of 60323

I believe that most of the NAND suppliers give their data in wafer starts per month. For comparison, I believe that Samsung stated during their 1st quarter CC that they were producing a little above 500,000 8-inch equivalent NAND wafers per month and would ramp that to 800,000 8-inch wafers. That is just from memory but I believe that it is in the right ballpark. Of course, these stats dont really give you an idea of the bits produced since we would also need yield and linewidth comparisons. Here are the revenue numbers for the 1st quarter for the NAND suppliers from iSuppli.... tomshardware.com Spot prices are dropping pretty rapidly right now, and I just wish that I had a better idea if this was due to oversupply or if Samsung/Toshiba are trying to head off the new suppliers from bring capacity on-line. Slacker