June 8, 2007 – Intel Corp. appears to be pushing out all orders and shipments for equipment relating to the upgrade of its fab in New Mexico from 200mm to 300mm-compatible, just three months after announcing it would make that facility into its fourth 45nm production site, according to an analyst report.
Citigroup’s Tim Arcuri indicates that Intel’s pushouts, part of an effort to cut 2007 capex by 10% or more, have moved beyond lithography tools into the process flow, and are extending out about one quarter. The moves primarily impact vendors including Applied Materials, Novellus Systems, KLA-Tencor, and Varian Semi. Equip., he noted.
Back in February Intel said it would spend $1.0-$1.5 billion