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

To: davesd who wrote (13922)	12/29/1997 9:55:00 PM
From: FJB	Read Replies (2) \| Respond to of 70976

RE:Well atleast we agree on DRAM....and that's 40% of the chip market... I keep seeing this "DRAM is 40% of the chip market" on one thread after another. It just isn't so. In 1997, DRAM sales will be $20.8B of a $139.1B IC industry, so DRAM revenues represent 15% of the industry's. www1.newsalert.com Bob PS The entire MOS memory(Flash, SRAM, DRAM, etc.) market is $30.4B or 22% of the whole industry's revenues.

To: davesd who wrote (13922)	12/29/1997 10:53:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

DD and thread Very good article from Electronic News Online about chip companies and impact of Asian economic instability. Search this site for other interesting tidbits on Semi-equip companies, under the heading of "THE FAB LINE", on the home page. electronicnews.com link to "The Fab Line" electronicnews.com BB

To: davesd who wrote (13922)	12/30/1997 8:18:00 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Dave, Re:.FLASH is another area. Didn't INTC just announce plans for another FLASH memeory plant. INTC, the co. that will not build unless there are profits to be had, along with high margins? atleast we agree on DRAM....and that's 40% of the chip market... 40% and falling. As DRAM becomes a smaller % of revs, hopefully these wild swings in the equips will become a thing of the past. regards, Brian

To: davesd who wrote (13922)	12/31/1997 12:14:00 PM
From: Rob-Chemist	Respond to of 70976

It will be interesting to see if any of the companies currently "converting" DRAM fabs to ASIC foundries will be successful. The increased metalization required for most ASICs can be problematic to the manufacturing process unless you have in-house experience in the increased metal layers. In addition, I would imagine that those fabs converted will do contract manufacturing for either fab-less semi companies or ASIC manufacturers who are tight on capacity. I wonder if ASIC manufacturers will trust a new fab for ASIC production, especially if the products are in high demand.