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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (5799)	7/29/2009 5:37:58 PM
From: etchmeister	Respond to of 5867

Nanya currently has started the migration of 68-nm stack technology for DDR3 DRAM products and is scheduled to start pilot run for a 2-Gbit DDR3 DRAM product in 50-nm stack technology in the third quarter of 2009. The 50-nm technology conversion will be completed in the second half of 2010. Nanya's capital expenditures in year 2009 are expected to be NT$13 billion ($392.1 million), 8.3 percent than 2008. The capex is mainly for 68-nm conversion and pilot run of the 50-nm technology. It should not add capacity - they just "build" the chip differently MAMT (?) is loosing trench etch and LAM should gain gate etch