Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gottfried who wrote (28859)	2/24/2006 11:13:44 AM
From: Proud_Infidel	Respond to of 95626

SanDisk mulls new 300-mm fab Mark LaPedus (02/24/2006 10:31 AM EST) SAN JOSE, Calif. — SanDisk Corp. is mulling a plan to build another 300-mm fab in an effort to keep up with huge demand for its NAND-based flash-memory products, according to a report from American Technology Research Inc. on Friday (Feb. 24). Satya Chillara, an analyst with American Technology Research in San Francisco, believes that SanDisk “is completing Fab 4 to keep up with 130-170 percent bit growth” in NAND flash. The company is expected to “pull the trigger” on the fab by year’s end, he said. Expected to be operational in the 2008 or 2009 time frame, the fab is said to be a 300-mm plant capable of making 100,000 wafers a month, he added. The analyst did not elaborate, but some believe that SanDisk would break ground on the new fab with Japan’s Toshiba Corp., its joint venture partner in Japan. In an effort to keep up with huge demand for its NAND flash-memory devices, SanDisk and Toshiba recently said that they plan to boost the investment and production levels of its current 300-mm fab venture in Japan. The investment could run as high as $2 billion. This plant, dubbed Fab 3, is a joint flash-memory venture between SanDisk and Toshiba in Yokkaichi. Under the new plan, the companies said that they expect to boost the fab capacity from the previously planned 48,750 wafers per month to 70,000 wafers per month by March 2007.