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

To: blake_paterson who wrote (27770)	1/17/1999 3:41:00 PM
From: Ian@SI	Respond to of 70976

Any predictions what impact if any RDRAM will have on the (mainline) front end, backend and yield management equipment makers? Probably about 1/10th of that forecast by the RMBS zealots. :-) However, memory test will do well due to the extraordinary bit growth rate being witnessed there; higher speed chips in addition to the RDRAM such as SLDRAM, DDR SDRAM and others. As feature sizes shrink, yield management folk should do very well whether it's the chip repair guys or the Inspection and measurement guys. Backend packaging, I suspect, will depend more on increased numbers of chips rather than increased numbers of bits. IMHO, Ian.