Verder bij Techweb een artikeltje over de aardbeving in Taiwan. Hier wat info over de gevolgen voor de DRAM prijzen:
The initial impact of the Taiwan earthquake in Asian
markets was to drive up memory prices. In Beijing's
Zhongguancun electronics district, for instance, retail
prices for memory modules jumped 20 percent this week
after the earthquake struck. Meanwhile, prices for
64-megabit SDRAMs from South Korea jumped $24
on the Beijing retail market to $139. Memory module
prices in China had already been climbing after a typhoon
struck Hong Kong the previous week.
Japanese products sold in China were slightly cheaper
than South Korean chips, according to local vendors. The
sudden sharp jump in memory prices has prompted the
emerging Chinese semiconductor industry to reassess its
production plans. Shanghai Huahong NEC Electronics,
the Chinese government's joint venture with Japan's
NEC, is set to start up its volume production on its new
line beginning this week. The fab had been producing
5,000 wafers a month during trial processing. It will
eventually produce 20,000 wafers a month.
[break] Door de stijging van de SDRAM prijzen beginnen de Rambus RIMMetjes nu ook interessanter te worden. Onder andere NEC is van plan om z'n SDRAM/Rambus mix bij te stellen van 95/5 naar 90/10. Verder kwamen onze nederlandse vrienden van ASM Lithography ook nog ff voorbij fietsen in dit artikeltje:
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ASM Lithography of Veldhoven, Netherlands, flew a
six-member team to bolster its two-dozen-strong
engineering group in Taiwan and begin to service 300
lithography steppers throughout Hsinchu Science Park.
The recalibration, while routinely done in fabs on a
weekly or bimonthly basis, still will take days, given the
situation, an ASM spokesman said.
"It's just not 'just press reboot on your computer,'" said
Mark Bigelow, a spokesman for ASM's U.S. operations
in Tempe, Ariz.
Engineers will need to power up the steppers, check
software settings, and then run a test wafer on each
machine, shooting through an overlay reticle to render an
array of alignment marks over the image field. Once
that's done, the engineers will run the test wafer under a
second stepper and then through a metrology machine to
discover how far off the alignments are, Bigelow said.
Alle wafer produktie apparatuur moet dus opnieuw gekalibreerd worden en dat kost tijd. De instabiele stroomtoevoer van Taipower en de naschokken zal dit werk verder vertragen. TSMC, UMC en Winbond hebben trouwens aangekondigd dat ze 16 miljoen dollar weggeven voor humanitaire hulpverlening.