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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Patrick Koehler who wrote (23233)	10/29/1997 10:53:00 PM
From: Tim McCormick	Respond to of 53903

P.K. on the same site did you see the macronix story quoting 16m DRAM under $4.00? Tim techweb.cmp.com

To: Patrick Koehler who wrote (23233)	10/30/1997 7:16:00 AM
From: Skeeter Bug	Respond to of 53903

>>NEC leapfrogged Micron by using 0.28-micron wafer processing to achieve what the firm claimed is the world's smallest die size 16-Mbit DRAM. Micron used 0.35-micron processes this year to shrink its DRAM die to cut prices aggressively and still gain 41% profit margins.<< lack-a-moulah is a dreaded disease in this industry. i think we have a new low cost producer on our hands. ;-) >>Micron is shifting to 0.3-micron production lines for even further die shrinks, but this still is slightly larger than NEC's latest 0.28-micron feature size. NEC is sampling its new 30-sq.-mm DRAM and expects to be in production early next year. The NEC lead in the shrink race may be short-lived. Major DRAM producers are rushing to launch 0.25-micron production lines, which could yield even larger numbers of smaller DRAM die sizes early next year.<< ooooh, aaaahhh. lack-a-moulah may be a terminal disease. how much does the transition to 0.25 micron technology cost?