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To: dale_laroy who wrote (135099)	5/15/2001 1:47:03 PM
From: fingolfen	Respond to of 186894

A lease agreement is significantly different than a foundry agreement, and I doubt if it would be covered by the unit volume cap. AMD could lease floor space and buy their own 193nm lithography equipment to install in this floor space. Then, as the transition to 157nm lithography is made, UMC could be rplacing the AMD 193nm equipment with UMC 157nm equipment as AMD installs 157nm equipment at Fab35. AMD might even move 193nm lithography equipment from UMC's Fab12 to Fab35 to accellerate the ramp, actually replacing it with smaller wavelength lithography equipment only after Fab35 is fully ramped. I agree, but AMD would have to do a heck of a lot more than simply buy their own steppers and tracks for it not to be a foundry situation. AMD could lease the cleanroom space, but it would be up to them to fully equip it with not only steppers and tracks, but etchers, implanters, CVD, etc. Automation appears to be more important at the 300mm level as well, so I honestly don't think it would be commercially viable for AMD to simply lease the space...