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The 450-mm development dilemma

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USInnovate
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re: The 450-mm development dilemma
USInnovate   12/1/2010 9:40:53 PM
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Is 450 mm a business opportunity for US companies? Who will reap the benefits of 450 mm? Who will pay for the development? It is clear that we need fresh leadership from the equipment companies and the IC companies to properly fund and execute this project. Who is going to take the leadership?

David Jimenez
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re: The 450-mm development dilemma
David Jimenez   11/30/2010 9:28:21 PM
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Do IDMs and foundries want to bet their future on equipment made in the PRC? We have seen what the Chinese government is willing to do with supply chains (rare earths) if they perceive a political or economic advantage. My guess is that a Chinese equipment base may serve a domestic niche but any large scale market share gains at the expense of the major OEMs is unlikely.

dnenni
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re: The 450-mm development dilemma
dnenni   11/30/2010 5:08:11 PM
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Here is another peice on 450mm: http://danielnenni.com/2010/05/23/450mm-semiconductor-manufacturing-debate/ D.A.N.

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