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Technology Stocks : Intel Corporation (INTC)
INTC 37.51-0.8%3:59 PM EST
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To: John F. Dowd who wrote (163836)4/13/2002 3:50:18 AM
From: kapkan4u  Read Replies (1) of 186894
 
<That would indicate the market is soft and these reports of INTC selling everything they can produce is a little exagerated or the binn splits are poor which I doubt. This is very schizoid>

Message 17325868

<The problem has become evident at 0.13-micron as companies build much-thinner gate oxides and introduce nitrides in the SiO2 to prevent boron penetration into the gate. Another cause may be plasma-induced damage during interconnect creation, driving hydrogen atoms into the Si-SiO2 interface.

NBTI worsens at high temperatures...

Also, NBTI looms larger as voltages are scaled. In a paper at IRPS, Vijay Reddy, a reliability engineer at Texas Instruments Inc., showed that the performance of a nominal 1.5-volt ring oscillator test circuit created with 0.13-micron design rules was degraded by NBTI under stress conditions>

Intel is pushing gate oxide thickness down faster than AMD, has lower Vdd than AMD and the double-pumpted ALU transistors are running very hot. Maybe NBTI can explain the poor availability of 2.2GHz P4s. Resident bees may pound chest about yields and bins until they are blue in the face (or chest) and yet the problems may surface later.

All speculation of course.

Kap
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