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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?

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To: Maurice S. Green who wrote (3111)3/8/1998 8:29:00 PM
From: Zeev Hed  Read Replies (3) of 4697
 
Maurice, someone earlier in the week expressed concerns to WFR's business from a new quarter, isotopically pure (Si-28) wafers. So I decided to search the subject and find out what is this all about. Well, it is not a wafer made of Si-28 (this will be outrageously expensive), but an epitaxial layer of Si-28 (pure isotopically) on normal Si wafers. The company, Isonics, does not say much. They say that the thermal conductivity is 50% better than in normal silicon. I will grant you that isotopically conductive silicon will have better thermal conductivity than natural silicon (providing both have the same degree of crystal perfection). I doubt, however, that a monoatomic layer will solve any heat dissipation problems, since it is a "high" thermal conductor in series with the normal conductor (the heat generated needs to be conducted to the back of the wafer where it can be "taken out and dissipated). Lateral thermal conductivity will probably be improved a little but this is not where the problem is.

You can all sleep another night quitely, knowing that normal standard silicon is still king and neither GaAs nor Si-28 are going to dethrone these soon.

I presume that the SiGe is also an epitaxial layer, but have not looked into that one yet.

Zeev
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