> DRAM makers make $10k per platter. A single line pops out 40k a month, a single fab has 20+ lines, a fab complex has up to 8 fabs. Each DRAM maker has few fab complexes.
If I do this I get 10,000 * 40,000 * 20 * 8 which is $64 Billion.... per month.
Are you suggesting that the average DRAM maker should have revenue of $64 Billion a month or $768 Billion a year?
It sounds like you know the industry and I'm looking for some additional colour here.
my bad, my bad. Corrected my digits. We are looking at around 20 to 30k complete DRAM waffers per fab. For god knows what reason, digits for a line and a whole fab swapped places in my head.
> DRAM makers make $10k per platter. A single line pops out 40k a month, a single fab has 20+ lines, a fab complex has up to 8 fabs. Each DRAM maker has few fab complexes.
If I do this I get 10,000 * 40,000 * 20 * 8 which is $64 Billion.... per month.
Are you suggesting that the average DRAM maker should have revenue of $64 Billion a month or $768 Billion a year?
It sounds like you know the industry and I'm looking for some additional colour here.