SI
SI
discoversearch

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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: FLSTF97 who wrote (87843)9/6/1999 2:59:00 AM
From: Process Boy  Respond to of 186894
 
FLSTF97 - <. FWIW my guess is that most likely the number of Cu dep machines is probably less than 100 units almost certainly less than 200 units. Spread over the entire industry that means total copper production is nil. (My best guess would be 85 units, but I'm not in involved directly in that market.)>

This is interesting. This initially sounded low to me, but running the number again vs. who is and who isn't doing copper (in production) this is probably reasonable.

Copper processing is immature at this point for high volume production. There are also some indications that the process development work neccessary for Cu /.18 capability isn't even there yet, e.g., MOT's HiPERMOS for the G4 is starting to look of rather dubious benefit by going to Cu, (as analyzed in depth by THE WATSONYOUTH).

I'll stop there. I have post ad nausium on this subject already. But many thanks for your post. Looking forward to Copper...later.

PB