The ChipList, by Adrian Offerman; The Processor Portal

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EDN interview
Fri 17 Aug 2007, 18:00
Processors » Manufacturing »

EDN Interviews Rick Hill, Chairman and CEO of Novellus

We think there's still growth, but you have to go find it
by Adrian Offerman

The shift away from IDMs (Integrated Device Manufacturers) to foundries is causing new capacity to come on line for the foundries, which is a net positive for the equipment business. In the long term, though, it might be a net negative. You'd like to have as many buyers as possible filling their capacity to 50 percent. That means they buy twice the amount of equipment the world needs to produce those devices. As you shrink into foundries, they're able to operate at higher levels of capacity because they agglomerate demand, which means they buy less equipment.

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