Sunday, February 14, 2010

The economic realities of 450 mm

Nice article from Solid State Technology.
There continues to be a pervasive misconception that a wafer-size transition alone can provide a significant cost saving for the industry. Expectations of 30% cost savings have been repeated so often that it may seem that it is a fundamental law of wafer-size transitions. As was pointed out in SEMI's Equipment Productivity Work Group's (EPWG) paper on the Economics of 450mm, this expectation has not been based on objective analysis. The following data, based on analysis from our member companies, raise large questions which have been overlooked by IC Knowledge in their assessment.

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