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Technology Stocks : Speedfam [SFAM] Lovers Unite !
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To: SemiBull who wrote (3111)7/13/1998 12:39:00 PM
From: Donald B. Fuller  Read Replies (1) of 3736
 
Interesting snippet about the state of CMP development from a larger article about the 200--->300mm transition crisis

(from Semiconductor Business News 7/15/98)

... "What will galvanize [the 300-mm movement] is when we say we're going ahead; [but] that unfortunately is not going to happen tomorrow," lamented the Intel executive. "I'm the one pulling the data together and I'm not sure it will be good enough [to make a decision] but I know I'll have the information in the fourth quarter."

What Seligson worries about most is the industry talking itself into a "self-fulfilling prophecy of doom." His advice now to tool makers is to continue developing 300-mm systems if they are still in alpha and not quite ready for a pilot line.

"We are willing to buy tools that are fundamentally reliable but [that] may still need incremental improvements over an 18- to 24-month period [to be production worthy]," he explained. He believes that Intel has a good handle on the progress of most fab tool sets, but there are some problem areas--especially in chemical mechanical polishing (CMP). "The CMP delays are just embarrassing," he added ...

So, in spite of the current SFAM gloom, it sounds as though the CMP field is still WIDE OPEN. That's how I read this.

Don
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