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26th Edition - 300mm activity report: January to April 2005 |
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Sep 22, 2005 at 01:51 PM |
Mark Osborne, Editor-in-Chief, Semiconductor Fabtech
ABSTRACT
The softening in IC sales and the concern surrounding the rapid rise in inventory
in the second half of 2004 has had an impact on fab activity in the first quarter of
2005. The intoxicating level of 300mm fab announcements experienced in 2004
have so far failed to reappear in 2005. No new 300mm fabs have been announced
in the period covered within this report. This is perhaps both a sign of the current
cautious approach to fab expansions by leading chip manufacturers as well as an
obvious period of digestion. The year may well become characterised by a lack
of new fab announcements. We take a look at key companies such as Intel that
could still be in the planning stages for new fabs. We also investigate the fears
concerning over-capacity looming in the memory market, which is now dominated
by 300mm wafer manufacturing.
300mm activity report: January to April 2005
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