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Technology Stocks : Speedfam [SFAM] Lovers Unite !
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To: SemiBull who wrote (3637)12/31/2000 4:21:19 PM
From: Thomas DeGagne  Read Replies (1) of 3736
 
From Lam's press release:

"The foundry's 200-mm Teres copper CMP processes will be transferred directly to the 300-mm system. This decision confirms Teres as the foundry's copper process tool of record, and demonstrates the foundry's confidence in the ability to transfer process from the 200-mm Teres system directly to the new 300-mm system.

Lam's 200-mm Teres system is a market leader for copper and STI (shallow trench isolation) CMP processes, and is growing market share for the ILD (interlevel dielectric) and oxide applications. The proven 200-mm process flexibility will continue to be embodied in the 300-mm system. This is a direct result of Lam's decision to design the 300-mm system with the same architecture and process approach already proven on the 200-mm system. The designs are so similar that parts commonality between the two systems is greater than 60 percent. "

ca.us.biz.yahoo.com

From the last earnings release:

``Demand for our leading edge etch and CMP equipment resulted in robust growth in new orders for the September quarter. Our Exelan(tm) dielectric etch system and Teres(tm) CMP system continue to demonstrate good momentum in the marketplace. "
ca.us.biz.yahoo.com

It seems that Lam does have customers for the 200mm Teres tool. I would love to see market share numbers for the CMP vendors. Where do you get them from?

Good luck in 2001.
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