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【Market View】Update Japanese DRAM company status


Published Oct.02 2001,23:41 PM (GMT+8)

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Update Japanese DRAM company status 

NEC

Toshiba

Mitsubishi

Hitachi

　

Scotland

Shanghai

Hiroshima

Yokkaichi #1

Yokkaichi #2

Dominion Line #1

Dominion Line 2

Kumamoto

Singapore

Wafer Size

8"

8"

8"

8"

8"

8"

8"

8"

8"

D/R(um) 

0.175

0.22 & 0.20

0.18 & 0.22

0.2

0.175

0.2

0.16

0.18 &0.15

0.18 &0.15

Process migration

　

　

10% 0.15 by 4Q;0.13 begin in 1Q02

　

0.13 by 1Q02

0.175 by1Q02

　

 0.15 in 2H01; 0.13 begin in 2H02

25% 0.15 in 2H01; 0.13 begin in 2002

Wafer (K)

20

25

30

35

35

17.5

17.5

27

30

Major product

DRAM

　

DRAM

DRAM (0.2um)  SRAM (0.4um)

0.175 DRAM, Nor and Nand Flash

DRAM

Flash

DRAM

DRAM

Mark:

Mark#1

Mark#2, Mark#3

　

Mark #4

　

　

　

　

Mark #5

Mark#1: Original plan to shut down 2002 to translate to Logic IC, system chip. Due to soft price in 2001, it planed to shut down at 1H2001. And cut employee 50%. Shutdown 9/01.

Mark#2: Original plan to invest 35 billion yen for expanding capacity from 20k/month to 30k/month. Capital expenditure cut to 20 billion yen at 2001 Apr. and capacity will be 25K/month.

Mark#3: Convert to foundry timing TBA

Mark#4: Shutdown 9/01

Mark#5: Consider to shutdown

 
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