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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.00-2.0%Jan 7 3:59 PM EST
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To: combjelly who wrote (18726)11/11/2000 10:53:40 PM
From: fyodor_ of 275872
 
<combjelly: Now AMD may field SOI at 0.18 design rules, Motorola is planning to do that, but AMD may wait until 0.13 micron is ready. So we could see SOI chips from AMD by Q2/Q3 of 2001. Definitely by Q4.>

If you take a look at the slides shown at the presentation, you'll see "0.13um production commences Q4’01".

In the words of Dirk Meyer: "... and we anticipate that we we'll be commencing production by Q4 of next year"

From listening to their presentation a couple of times now, I would say that its open to interpretation whether or not AMD are implementing two .13mu processes (one SOI, one not), but there is, imho, no sign at all that they will introduce .18mu SOI.

Listening to Bill Siegle and referencing the accompanying slides:

Dresden
- installing 130nm technology -- HiP7
- installing SOI (silicon on insulator) technology
- sampling first Hammer SOI products

"...in addition to the ramp we will be installing the next generation of technology, the 130nm HiP7 node. We are installing, as we speak, an SOI process flow... a Silicon-on-Insulator process flow. And that will be used for the first Hammer products, that will begin sampling in 01 as well."

Like I said, it seems open to interpretation. One [.13mu] process or two?

-fyo
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