Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 156.00

+0.6%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tom Swift who wrote (7045)	9/29/1998 12:20:00 AM
From: Katherine Derbyshire	Read Replies (1) of 10921

>>I bookmarked the links & will look them over. How far out do you think this technology is, 1-5 or 10-20 years? I can see some significant die shrinks if this goes into production.<< Ta2O5 is likely to be used as soon as the 1 Gbit generation, with BST probably two or three generations later. So both materials are definitely 3-8 years, not 10-20. And yes, you'll see significant die shrinks--that's the only reason to use these materials. >I have not been seeing much news about copper conductors lately. Is this because it is becoming blase or has the recent downturn in the semis slowed down implementation? << Maybe you haven't been reading the right things? I've seen enough news about copper to keep me pretty busy lately. news.semiconductoronline.com news.semiconductoronline.com news.semiconductoronline.com news.semiconductoronline.com Now, some of the perceived "slowdown" in copper implementation may be because the microprocessor and DSP companies are way out in front of the rest. DRAMs and most ASICs, for example, simply don't need the performance yet. Katherine PS As always, apologies to anyone offended by the links to my own site. Pasting a link is simpler and faster than explaining things twice.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next