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To: Elmer who wrote (139647)	7/19/2001 1:24:48 AM
From: Saturn V	Read Replies (4) of 186894

Ref < Someone needs to let the air out of this one that IBM is a top notch silicon manufacturer > Elmer, we have to give credit where its due. IBM has indeed been a great innovator and leader in silicon process technology. IBM developed the resists for UV lithography, Chip planirazation technology (CMP), flip chip technology and Copper interconnect technology, and Silicon Germanium technology. IBM has liberally licensed these technologies to Intel and others. However IBM Microelectronics has not leveraged its process innovation with good products. It has mostly built products for its in house mainframe business, where yields do not matter as much. For mainframes performance and reliability means everything, and the chip cost is a tiny fraction of the total system cost. SOI is a good innovation. However SOI has been attempted for 30 years by several companies ( Silicon on Sapphire) and one of its major problems was terrible yields. It is not clear if the yield of IBM's SOI approach will be comparable to bulk silicon, since IBM has not been as yield conscious as other chip suppliers. So AMD is taking a gamble, and time will tell if this gamble will pay off.

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