We’ve heard that an idea is being floated around in Korea and Taiwan of building ‘half 10.5G’ fabs which are shaped, at 2940 x 1685 (half the 2940 x 3370 of 10.5G) to allow the optimal manufacture of four 65″ panels or three 75″ panels while still having a good efficiency in the use of glass, but dramatically reducing the scale of the investment needed from around $5.8 billion to around $3 billion.
Analyst Comment
It has been clear that China would dominate the G10.5 generation of fabs, but it might take a while to ramp up the fabs, whereas these smaller substrates would be around the same area as G8 fabs, although a different aspect ratio. The Koreans and Taiwanese would not find it difficult to ramp those fabs up! (BR)
