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Could 450mm Cost $40 Billion?Mannerisms - David MannersNov. 14, 2011 |
By David Manners on November 14, 2011 1:38 AM | No Comments | No TrackBacks
Could 450mm really cost $40 billion? That is what CEA-LETI senior advisor Michel Brillouet, is saying. SEMI's estimate is $25-40 billion.
Much of the investment will be centred at the Global 450 Consortium (G450C).
Here's the problem for European equipment and materials suppliers - unlike current 300mm process development which occurs at multiple locations around the globe - near-term 450 development seems likely to be exclusively conducted at the G450C site in New York.