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Technology Stocks : Triquint Semiconductor (TQNT)
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To: sleuth who wrote (353)12/9/1997 11:12:00 AM
From: Barak Maoz  Read Replies (3) of 995
 
Here is the opinion of a process expert I know which recongzined of cours there is not too much data about TI's invention yet:

"It looks like there some confusion between interlevel dielectric material and semiconductor material. All of this about copper interconnect and low e dielectrics is to reduce RC (resistor capacitor) delays in multilayer interconnect metalization. The dense multilayer metal always drags down the intrinsic speed that the front end FETs can provide. So, yes, this will enable microprocessors to run faster, but no, it will not give a Silicon MMIC the performance of GaAs. The width, spacing and thickness of RF interconnects is already huge by ULSI standards. Also remember that most GaAs processes have air dielectric and gold metal, which is a far cry from the traditional silicon oxide and aluminum used in silicon IC technology."

His opinion is that any GaAs companies doing digital circuits (Triquint, Vitesse) have more cause for concern than companies focused on analog circuits.


Barak
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