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Revision History For: Migration to Copper from Al in chip fab. Who has the gear?

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Which companies will be the winners and who will be the losers as the industry moves from Al to copper. How will the capital equipment companies products address this transition. Let's explore the difference between the proceses and seek to predict who the Cu winners will be. Is NVLS ahead of AMAT, what role will IBM's research play, will SMTL be a key ?

This Change in technology represents a shifting supply curve, I expect a realocation of resources.

Mitch