Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TREND1 who wrote (36510)	7/26/1998 5:09:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

larry, had this discussion with david. many are still at 0.35. my point was about most - not in terms of companies, but in terms of output. hitachi is at 0.18 on ONE fab. i'm sure that others are also below 0.35 b/c that has been what amat and others have been selling. i must admit that one must speculate a little as most companies don't hype their processes. david's point was that mu is way ahead on the production of dram and costs. per the actions of the doc, this was not true a few months ago. although it may be now, i rather think it is unlikely. juat speculation, no sources. at least i can admit it! ;-)

To: TREND1 who wrote (36510)	7/27/1998 11:32:00 AM
From: sam dram	Respond to of 53903

Larry/Skeeter I can confirm that 'Sammy' is producing 2nd generation 64Meg's(SDRAM) at .28um technology, they bit the bullet and went to deep UV at .28um even though they did not need to just to work the bugs out the steppers(lasers sources very different) and more importantly the resist technology. Currently 'Sammy' is fully converted in 2 Korean fabs to a .22um part type the has 440 possible die per wafer with probe yields at 90%+ probe yields. In Austin they are converting to this shrink now with the initial qual lots yielding 90%, the Austin facility has a spec'ed output rating of 30k wafers/month and they will be there by Oct. Also I have heard thru the grapevine that IBM has not yet qualified Micron's 64M SDRAM as pc100 compliant, has anyone else heard this?? Sam