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.

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

To: Katherine Derbyshire who wrote (30555)	5/24/1999 1:33:00 PM
From: Duker	Read Replies (2) \| Respond to of 70976

Double digit revenue growth could be achieved by rising ASPs (average selling prices) with zero growth in unit volume. Remember that the massive declines in chip industry revenue the last few years occurred as unit volumes hit record highs. The likelihood of zero unit growth is ??? Wouldn't this require flat/flattish DRAM unit output ??? ... I am envisioning a DRAM Cartel, working together to solidify their oligopoly ... hmmm ... seems pretty unlikely ... TSMC told me that their transition to 0.18 micron will require essentially no new equipment, as existing equipment was purchased with extendibility in mind. The .18M transition may not require new equipment ... but, an increase in .18M demand will result in .18M capacity adds (Fab 6). Katherine, Have you heard any other news out of Vanguard/TSM on the prospect of 300mm? --Duker