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Just a comment on IC makers changing over from 8-inch to 12-inch wafers: For makers of IC production equipment (or process control equipment in the case of KLAC), such a change is probably more a negative than a positive. When an IC maker can put 2.25x the number of chips on a 12-inch wafer, he won't be producing as many wafers after the change-over, if all other factors remain constant.

Fortunately the change you mentioned (8" => 12") is largely over by now; most IC makers turning out state-of-the-art chips nowadays do that on 12" wafers.

Best regards, Ulrich
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