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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Stefan who wrote (10187)	11/1/1997 12:31:00 AM
From: Big Bucks	Read Replies (2) \| Respond to of 70976

Stefan, >>Are you suggesting that there will be no FABs build in the near future just because "No one wants to be last to build the 200mm line" and the 300mm is not ready? << That is not what I said. The fabs currently being built for 8" manufacturing will probably be completed but I think that any major future fab designs past '98 will be built for 300mm. Micron delayed their Lehi,Utah fab last year due to industry weakness and low dram prices. Intel is delaying its Fort Worth fab for 1-2 years(at least) and will likely re-design it for 300mm. Short term (2-9 months) we will likely see other delays or push outs as the industry consolidates and tries to improve margins/earnings. Niche fabs, with specialty product lines and little competition will most certainly make money with 150mm and 200mm fabs, until a competitor with more capacity/efficiency enters the fray. >>If you want to have fun, go in to the FAB.<< I live in fabs!!8^) Regards, BB