Effects of Neutrons on Programmable Logic

-- Semiconductor International, 3/1/2003

(Source: Strategic Marketing Associates)

Key points
• Total capital spending will increase by $3.5B to $31B this year.
• More than 70% of this increase is due to increased spending by DRAM companies.
• DRAM manufacturers will increase their spending this year by 44% to $8.3B.
• Much of this spending will go toward building and equipping 300 mm production fabs.
• Since 1995, almost 20 companies have discontinued making DRAMs.
• DRAM wafer capacity has dropped by >20% since 1996.
• We expect $10B worth of new DRAM fabs to begin construction or facilitization this year.

Strategic Marketing Associates is a market research company focusing on the fab. For information about capital spending and new fab projects, call Strategic Marketing Associates at 1-831-464-2669, visit www.scfab.com or e-mail sma@scfab.com.