DRAMeXchange : Weekly Research : 【Market View】

【Market View】% of growth from Die Shrink


Published 2001-11-06 (GMT+8)
% of growth from Die Shrink.

Our previous market info on August 14th- Subject " Die Shrink for seeking lower cost"

We listed the process migrations status as following.

Micron

It already uses 0.15um on major 128Mb and plans to move into 0.13 at year 2002.

Samsung Just migrated from 0.17um to 0.15um and currently adopting advances at the 0.12um level. Samsung claims that 10% of production will use an average 0.12um in Q4, 2001.
Hynix It is moving from 0.18um to 0.16um and to 0.15um for 6 fabs.
NEC Migrates from 0.18um to 0.15um. Will be adopting 0.13 processes in 2002.
Toshiba Plans to migrate from 0.175um to 0.13 at the end of this year.
Hitachi moves from 0.18um to 0.15um.
Infineon It uses 0.17um right now and is going to test 0.14um.
Windond Currently uses 0.17/0.175um, and plans to move into 0.13 by cooperating with Toshiba
Promos Will move from 0.17um to 0.14um at the end of this year.
Powerchip Just announced success in its migration from 0.18um to 0.16um. And plans to move into 0.15um and then to 0.13um.
Nanya Plans to migrate from 0.17um to 0.14um at 4Q of this year and 0.11um by year 2003.
Vangard Plans to move from 0.17um to 0.15um.

Currently we surveyed the growth % from those gross die from migration. For your reference only.

Company DRAM Process Migration based on % of growth/wf
Micron 0.18um to 0.15um begin in 4Q/00 128M 53%
Samsung 0.175um to 0.15um begin in 3Q/01 128M 32%
Winbond 0.175um new version begin in3Q/01 256M 17%
Nanya 0.175um new version begin in 2Q/01 128M 20%
Promose 0.175um to 0.14um begin in 4Q/01 256M 48%
Power Chip 0.18um to 0.165um begin 9n 3Q/01 128M 23%

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