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23rd Edition: 300mm activity report: April to July 2004 |
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Jul 01, 2004 at 05:29 PM |
Mark Osborne, Editor-in-chief, Semiconductor Fabtech
ABSTRACT
New 300mm fab announcements in the quarter have
come on the back of a host of capacity ramps at existing facilities.
The production ramps were to be expected as we have seen very robust
demand for IC's in almost all market sectors - something not seen since
1999! Worldwide semiconductor revenue will rise to $226.5 billion in
2004, up 24.4 percent from $182 billion in 2003, according to iSuppli's
newly revised forecast. What was a surprise was the announcements by
Elpida and Intel that they would start construction of new fabs almost
straight away. Concern about over capacity in the memory market with
Elipda's monster fab (60,000wspm), Infineon's fit-out of its Richmond
fab and overall memory manufacturers ramping strategies seem to be
leading to an obvious conclusion. This report runs through the activity
events of the quarter and provides some further insight into AMD's Fab
36, which had its topping-off ceremony in this period.
 02 - 300mm activity report: April to July 2004
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300mm Activity Reports 
