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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: THE WATSONYOUTH who wrote (18670)	11/10/2000 8:42:35 PM
From: combjelly	Respond to of 275872

"hope you don't think AMD can simply buy these implanters, haul them in" Okay, I am aware that this is not that easy of a process. But AMD is building additional cleanroom space on top of a working facility. To minimize shock, something I think you will agree is crucial, it is being built on stilts, but there will be access via cutouts to the present cleanroom. There is room to one side of the facility, so they could have expanded there, but clearly want to keep the option of expanding horizontally later. When completed, the cleanroom will be 15-20% larger than Fab25, but will have a throughput some 10-20% less. So what do you think they need the space for? Can going to their 0.13 micron process require that much more equipment?

To: THE WATSONYOUTH who wrote (18670)	11/10/2000 10:03:51 PM
From: Hans de Vries	Read Replies (1) \| Respond to of 275872

AMD's SOI process may not use oxygen implanters at all. The Silicon layer seems to be only about 40 nm thick which looks more like epitaxial grown Si. acw.activate.net Regards, Hans. I hope you don't think AMD can simply buy these implanters, haul them in, and just start producing huge quantities of VLSI grade substrates. It is an extremely complicated process which goes way beyond simple implantation. In fact, given the doses involved, it is remarkable that the process works at all. Given the quantities of wafers required, they will (at least eventually) need a low dose thin box process which is far more difficult than more conventional thick box processes. I doubt very much if AMD will get into the business of implanting their own wafers. More likely, if they are determined to go SOI, they will go with bonded wafers bought from SOITEC (a French company who has been doing this kind of stuff for years) THE WATSONYOUTH