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To: FJB who wrote (3522)11/17/1997 12:09:00 AM
From: Q.  Respond to of 10921
 
Re. <<No, the reason to build a fab is to add capacity. A cheaper route to adding capacity would be to upgrade an existing fab's capabilities to 0.25, so you can shrink your product.>>

In 1998, it is expected that the no. of new fabs will drop greatly from the no. built in 1997. Nevertheless, semi equip sales are expected to grow somewhat compared to 1997. I asked Lam's IR why this is. He explained that 1998 will be the year of technology upgrades. Shrink to 0.25 micron will presumably be major driver.



To: FJB who wrote (3522)11/17/1997 6:30:00 AM
From: LLCF  Respond to of 10921
 
<No, the reason to build a fab is to add capacity. A cheaper route to adding capacity would be to upgrade an existing fab's capabilities to 0.25, so you can shrink your product.>

I wonder what the difference in orders for say AMAT or KLAC would be for an ungrade vs. a new fab?

DAK


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