Asus and MSI motherboard sales were up
in August. Ritek's monthly revenues are up.
Is it time to move to 450mm
The semiconductor industry scales up wafer sizes every 12 to 15 years on
average. In the past, such transitions were always accompanied by a decreased
number of companies that could afford the manufacturing costs at the new level.
For example, while over 100 companies worldwide produced 200mm wafers, only
about 50, perhaps even less, were able to move ahead to production on 300mm
wafers. Approximating a similar trend going to the next phase, which will be
the transition to 450mm wafers, it is easy to understand why suppliers are already
worried about the future, Kau explained.