By: Groo (charlie.delete@this.semiaccurate.com), September 29, 2021 7:45 am
Room: Moderated Discussions
Moritz (better.delete@this.not.tell) on September 28, 2021 3:04 am wrote:
>
> Will this lead to a reevaluation of 450mm wafers? In 2017 the industry concluded that 450mm was not
> economical. Is it now or do they want to start more wafers in an increased number of legacy fabs?
> I do not see how the later is economical.
Dropping the cost of the fast, cheap steps while doing nothing about the expensive, slow steps is not really a win, especially given the added overall costs of the larger wafers and the (likely) yield issues they bring.
-Charlie
>
> Will this lead to a reevaluation of 450mm wafers? In 2017 the industry concluded that 450mm was not
> economical. Is it now or do they want to start more wafers in an increased number of legacy fabs?
> I do not see how the later is economical.
Dropping the cost of the fast, cheap steps while doing nothing about the expensive, slow steps is not really a win, especially given the added overall costs of the larger wafers and the (likely) yield issues they bring.
-Charlie
