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Technology Stocks : AMD:News, Press Releases and Information Only!

AMD 255.96

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Nov 5 3:59 PM EST

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To: Elmer who wrote (6760)	7/18/1998 1:37:00 PM
From: Bill Jackson	Read Replies (1) of 6843

Elmer; leff = ? least equivalent fiddling foible? I am not sure to what degree a line can be incrementally upgraded from .35 to .25 and onwards using most of the old equipment, vacuum pumps etc and just changing the steppers etc, or if you need total change of all stages with different resists, strippers etc. It could well be that the major precise pieces like steppers are 90% of the cost and usually the line silicon wafer size as well as the submicron size changes so they have bought all new heretofore. As we get smaller in microns and reach diminishing returns in wafer size are we reaching a wafer size where they will stop getting bigger wafers? Now the holy grail is 300 MM, have we reached the logical max where to go to 400 MM for example might well be uneconomic due to physical limitations in making the bigger wafers along with the cost will out weight the ability to make more chips/wafer? It seems to me that going down to .25 and then .18 etc is increasing the yield quite effectively and we might well be reaching a wafer size plateau. Pardon me if I make tech assumptions that are wrong. Bill

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