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To: Carl R. who wrote (41825)1/4/1999 7:31:00 AM
From: Zeev Hed  Read Replies (1) | Respond to of 53903
 
Carl, with Intel and the other MPU putting more cache on the CPU as they go down to .18 features, people are saying that 300 MM units of SRAM per year will have to find new markets. What impact might that have on MU, they are in SRAM's but is this an important part of their total revenues?

Zeev



To: Carl R. who wrote (41825)1/4/1999 8:33:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
carl, what is your source that yields are lower than they would be for anybody else? also, don't count out l&g and hyundai - they are not twirling on their thumbs...

btw, samsung is using 0.18 process technology on their 1 gig samples and have 0.18 process technology slated for implementation this year...

samsung and mu's aggressive plans will cause other mfrs to get more aggressive, too. this will increase supply...


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