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

To: Larry Ames who wrote (23856)	9/6/1998 11:52:00 AM
From: Big Bucks	Respond to of 70976

Larry, My assessment (and it may not be correct) is that most manufacturers will push their existing 200mm fabs to their ultimate potential by selecting new enabling 200mm equipment and replacing older equipment in a piece meal fashion so that they can continue to produce and remain profitable. I don't expect to see any new 200mm fabs built since there are some now starting to close. It appears that the move to full 300mm production is about 2-3 years away, which was the basis for my argument on the thread a couple of weeks ago. There is still a lot of design/engineering work required before a complete 300mm toolset is production worthy and most equipment companies have shelved/cutback their 300mm engineering projects until the market is ready, even so there are some pilot line projects that are developing 300mm future production capability. BB