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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.25-3.1%Jan 6 3:59 PM EST
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To: combjelly who wrote (18662)11/10/2000 8:31:01 PM
From: THE WATSONYOUTHRead Replies (2) of 275872
 
My speculation has been that the extra space is to be used for oxygen implantation equipment. IIRC, there are currently about 10k wafers per month being manufactured,so AMD would probably need to do their own once production starts.

I hope you don't think AMD can simply buy these implanters, haul them in, and just start producing huge quantities of
VLSI grade substrates. It is an extremely complicated process which goes way beyond simple implantation. In fact, given the doses involved, it is remarkable that the process works at all. Given the quantities of wafers required, they will (at least eventually) need a low dose thin
box process which is far more difficult than more conventional thick box processes. I doubt very much if AMD will get into the
business of implanting their own wafers. More likely, if they are determined to go SOI, they will go with bonded wafers bought from SOITEC (a French company who has been doing this kind of stuff for years)

THE WATSONYOUTH
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