Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.94

+0.1%

Jan 20 3:59 PM EST

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To: Bill Jackson who wrote (18101)	11/7/2000 7:25:47 PM
From: fyodor_	Read Replies (2) of 275872

<Bill: ...leaving AMD with the phase shift method for .13. Possibly phase shift with 193NM will give even smaller feature sizes?> phase shift (which is not really a very good name) and optical proximity correction (generally just called OPC) are optical enhancement techniques that can be applied at any level. However, it is by no means trivial to do so and you still need a lot of other equipment (e.g. steppers) that can handle the resolution. What I'm trying to say is that Intel cannot just apply these techniques to their 193nm equipment and get say .1mu. Right now, I consider AMD's choice to be an advantage. Sometime in 2002 the advantage will switch, as Intel will be able to use these techniques along with their 193nm equipment to improve their resolution while AMD has to get 193nm installed first. Of course, one could argue that AMD can move the 193nm equipment in at a more leisurely rate, as it becomes available. Then again, if Intel has booked it all through most of 2002, things don't look good for AMD (for a few quarters). -fyo

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