SOITEC, Silicon-On-Insulator TEChnologies Message Board

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Technology Stocks : SOITEC, Silicon-On-Insulator TEChnologies

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To: kinkblot who wrote (39)	11/26/2001 1:18:43 PM
From: kinkblot	Read Replies (1) of 83

Intel calls their process Ultra Thin Body SOI. They don't disclose how the buried insulator is formed, nor if it's wafer-scale or more localized. Intel has not been a big supporter of standard SOI. I think we have to wait for more details before saying this is positive or negative for Soitec. On first reading I thought negative, but now I'm not so sure. The stock is up nicely today, though that may just be people interpreting Intel's use of some form of SOI as an endorsement and reversal. See PDFs here: intel.com Interesting slides from "New Transistors for 2005 and Beyond" (detailed): page 12 - power density extrapolation ! page 30 - high-k gate dielectric (ZrO2) by ALD; releases HCl page 32 - Ultra Thin Body SOI

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