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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (26313)	10/26/2005 10:38:42 PM
From: etchmeister	Respond to of 95923

Micron has some good technology; as far as I know even Samsung can't match 6F2 Micron’s manufacturing prowess has enabled it to achieve modules of this size. Process technology and DRAM architecture play a role here in being able to get not only the die size small enough but the X and Y dimensions so that they’ll fit into this module form-factor— without that you wouldn't be able to get into this form factor, Lee said. "And with the products that we're announcing, these are on .11 micron process and in some cases the 6F2, which Micron introduced that allows for a smaller die size. Having those kinds of processes and architecture available has allowed us to get this form factor down so that it can fit on this module. With larger die and other processes, we wouldn’t be able to do this," he said. Micron’s 6F2 array architecture has allowed it to increase potential die per wafer by nearly 20% at any given process technology node. As a result, Micron has been able to reduce its manufacturing costs.