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To: Thomas M. who wrote (54277)4/23/1998 12:35:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Tom - Re: "Why did memory crash? Overcapacity. "

That's right. Massive amounts of wafer fabs came on line in late 1995, 1996 and 1997 - from Taiwan, Korea and some Japanese manufacturers.

But wake up, man - the OVERALL VOLUMES of memory chips WENT WAY UP!

The number of x86 wafer fabs is relatively small - there is ONE for AMD, one IBM fab, and a whole bunch for Intel. Recently IDT has begun but their production was less than 100K units last quarter.

Paul