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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 243.98+4.5%3:59 PM EST

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To: smooth2o who wrote (243181)11/1/2007 12:30:59 PM
From: combjellyRead Replies (1) of 275872
 
"So, you're saying something changed since this report from Oct:"

All I can tell you is this

Tokyo Electron Ltd. (TEL) has reportedly won the high-k dielectrics fab-tool business within IBM Corp.'s "fab club" or technology alliance, according to sources.

TEL and IBM have been working on high-k for some time, sources said. IBM is using TEL's CVD-based tool for use in developing gate stacks for logic ICs at the 45-nm node and beyond, sources added.

IBM's technology alliance members include AMD, Chartered, Infineon and Samsung. TEL is also set to ship a system to Advanced Micro Devices Inc.'s 300-mm fab in Dresden, Germany, sources said.


eetimes.com

Hmm. Remembered wrong. I thought it had already shipped.
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