by Scotten W. Jones, IC Knowledge LLC
This letter is in response to “The economic realities of 450mm” by SEMI’s John Ellis.
February 19, 2010 – The possible transition to 450mm wafers would be an enormous undertaking for the entire semiconductor industry ecosystem. Developing the best possible understanding of the trade-offs is critical to good decision-making. A free and open debate about the economics of the transition benefits everyone. I enjoyed reading John Ellis’ article and also following the included links to read some of the material on which it is based. However, I would like to respond to some of the statements made therein, as well as point out some mischaracterizations of my work.
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