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

To: Gottfried who wrote (17278)	1/19/2006 10:55:15 AM
From: Proud_Infidel	Respond to of 25522

I believe what they are attempting to say is that we are ahead in technology. Adoption and rollout are other issues entirely.....at least that is my take.

To: Gottfried who wrote (17278)	1/19/2006 10:59:08 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

Samsung scraps plan to produce DRAM using 70nm process at 12-inch fab, say sources Hans Wu, Taipei; Steve Shen, DigiTimes.com [Thursday 19 January 2006] Samsung Electronics has backed off a plan to ramp up its DRAM capacity using a 70nm process at one of its 12-inch fabs starting in the second or third quarter of this year, according to sources at Taiwan DRAM module makers close to Samsung. Samsung instead will ramp up capacity at one of its 8-inch fabs using a 0.10 micron process, while allocating production of NAND flash to the 12-inch fab, said the soruces. The move indicates that new DRAM output coming from Samsung’s capacity ramp will be limited and will contribute to push up the prices for DRAM, said the sources, noting that the decision also helped justify Samsung’s recent 10% price hike for DRAM designated for OEM PC makers. While the production shift will allow Samsung to focus on NAND flash for greater profits, the change will also give Taiwan-based DRAM makers a good chance to expand their global market share by rolling out more mainstream DDR2 from their 12-inch fabs, said the sources. Manufacturing processes and capacities of Samsung’s fabs (in units per month) Fab Wafer size Process (micron) Capacity Product Fab 6 8-inch 0.17, 0.15, 0.13 40,000 NOR flash/SDRAM Fab 7 8-inch 0.17, 0.15, 0.13 100,000 NOR/NAND flash Fab 8 8-inch 0.13, 0.11 100,000 NAND flash Fab 9 8-inch 0.13, 0.10, 0.09 100,000 DRAM/NAND flash Fab 10 8-inch 0.13, 0.10, 0.09 100,000 DRAM Fab 11 8- and 12-inch 0.13, 0.11, 0.10, 0.09 100,000-110,000 (based on 8-inch capacity) DRAM Fab 12 12-inch 0.11, 0.09 60,000 NAND flash Fab 13 12-inch 0.11, 0.10, 0.09 55,000 DRAM Fab 14 12-inch 0.10, 0.09, 0.07 25,000 (will be boosted to 60,000-70,000 by year-end) NAND flash Fab 15 12-inch 0.10, 0.09, 0.07 NA DRAM digitimes.com