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To: Jeffrey S. Mitchell who wrote (11580)2/8/1998 10:37:00 PM
From: Andrew Vance  Read Replies (1) of 17305
 
*AV* -- Pobe Cards are testing fixutres for ICs that are manufactured by the IC semiconductor companies. After the ICs are built, they need to go through funational testing and post assembly final testing.

This company provides those test fixtures. With the growth he is expecting or with the perceived increase in business, it has to mean that a great deal of replacement fixtures for existing devices are expected (low probability) or that a whole new sets of probe cards are needed for the newly designed devices that are going into production. This could be devices at the same design rule tolerance or the new advanced technologies (higher probability). This news is just one piece of supporting evidence that the design activity within the industry has not slowed down. It may also be a positive indicator that technology is moving forward (design rules and feature sizes) like I have been saying all along.

IF we see growth in this area (Wentworth) that must mean we will be seeing new devices, at a minimum and an increase in manufacturing volumes down the road. The follow through to this are the mask shops (PLAB, MASK, DPMI) to provide the new device reticle tooling, the backend end testing systems and assembly systems (KLIC, TER), and the enabling technologies we have previously spoken about.

Andrew
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