Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Yousef who wrote (55343)	4/13/1999 7:25:00 PM
From: Shane Geary	Read Replies (1) of 1573674

Yousef, re: "Hasn't there been 2-3 earnings warnings and a couple of "manufacturing problems" announcements since this article ?? " Yes, but no direct relationship to anything in the article. "AMD hasn't settled on the low-k material it will be use, but barium-strontium-titanate (BST) and paraline compounds are candidates." I guess he meant Motorola haven't settled on the low-k material! Still, the interview was about 5 months ago, so things have probably moved on since then. When I read that line, plus "We don't foresee any major problems ramping up with the industry's most advanced process technology," plus "AMD has started qualifying the tool set at the fab here and "we haven't encountered any trouble yet,"" more than one seed of doubt was sown in my mind. At the time I also reckoned that it sounded like a process development that was a year away from production - so that meant Cu/low-e in November 1999. 2 other points: (i) It will be a nice clean SMIF'd fab - expect low defect density due to random particles (ii) They expect to shrink to 0.15um this year using KrF/PSM lithography. Pretty aggressive but they hardly expect to ship product, do they? (keep your mouth shut Jerry)

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