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Cymer Inc. Message Board

  • jamulmike jamulmike Jul 31, 2012 7:04 AM Flag

    LRCX CC: DRAM motivated to spend at leading edge

    The cave dwelling flat earthers simply don’t get it.
    Here it is in black and white.
    Chip guys have to shrink just to stay in business.
    The faster the higher the profit potential.
    Elpida and Renesas show us what happens when you lag (and/or use crap Giga lights!).
    The stakes just keep getting higher.
    Think the slop is gone!!!
    Think the margin of error zero!!!
    Insist on Cymer!!!!!!

    Additionally, the sustained economic pressures caused by the proximity of DRAM selling prices to manufacturing costs motivate customers to convert capacity to the most competitive leading edge capability.