450mm: It's Different This Time

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Wale Bakare
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Supply Network Guru
Re: Feeling the pinch
Wale Bakare   10/13/2011 4:15:11 PM

@FLYINGSCOT before we have had 200mm from the manufactrers, what do you think is primarily responsible for the quick transitioning 200mm to 300mm size? If i should presume, few of semiconductor manufacturers might still be struggling at that state of transition, now 450mm is looking to get roll out. How would you assess and evaluate the transitioning impact on manufacturing side?

Malcolm Penn
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Re: Feeling the pinch
Malcolm Penn   10/13/2011 8:57:08 AM

e-mail me, see our web site for details, best done off line, too much for a blog

User Rank
Supply Network Guru
Feeling the pinch
FLYINGSCOT   10/5/2011 4:13:29 AM

We are already panicking over some of our competitors having 300mm capability and their ability to beat us on price.  It is hard to imagine how we will compete when 450mm comes on stream.  I hope you can make another post after the conference in Spain as it sure would be good to hear a summary of that discussion.

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