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To: Carl R. who wrote (45662)	5/8/1999 12:34:00 PM
From: DavidG	Read Replies (2) \| Respond to of 53903

I think Fabeyes smokes the same stuff as Skeeter.<g> If production costs for a 64mb DRAM is $8 a piece then they should hang up their jock strap.:-) DavidG

To: Carl R. who wrote (45662)	5/8/1999 1:19:00 PM
From: Steve Robinett	Read Replies (1) \| Respond to of 53903

Carl, Interesting May 7, C-net story on plunging DRAM prices news.com Best, --Steve

To: Carl R. who wrote (45662)	5/10/1999 12:54:00 AM
From: Chas	Read Replies (1) \| Respond to of 53903

If cost of $8 is true, then eventually the DRAM freefall will end. Right?

To: Carl R. who wrote (45662)	5/10/1999 6:04:00 AM
From: Fabeyes	Respond to of 53903

Remember the yield. One year ago it was projected that the 64 Meg with fully loaded cost would be $6.50 - $8.50. The 16 Meg cost more to produce than what the forecast said the 64 Meg is costing. To do the 64 Meg there are some very costly processes. DUV on all critical levels, more CMP, much harder and less forgiving etches in the arrays. Not only, that but the high current implants done one after another is very expensive. In addition, backend yields are still not rebounding as fast as hoped. If MU made 22 million last quarter, with prices ~$9.75 then they, according to some on the thread, should make money when prices are $5.00; if production cost are only $3.00. Numbers do not seem to match up. Prices of the 128 Meg module, using 64 Meg chips is now below $100.00, with the 64 around forty. Then there is the yield. Samsung now has parts yielding, at probe of ~97%, which continues through test. Micron has 55% (including the 16 Meg) at probe and <80 through test. Hyundai's newest generation will double the amount of die on the wafer, with yields of ~85% at probe and 95% through test. Now who has the lowest cost? Maybe you can answer.