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To: combjelly who wrote (69075)1/26/2002 7:00:42 PM
From: PetzRead Replies (1) | Respond to of 275872
 
cj, interesting speculation, along the lines I was thinking. /Petz



To: combjelly who wrote (69075)1/26/2002 10:24:54 PM
From: kapkan4uRead Replies (1) | Respond to of 275872
 
I don't think that JS would go for anything less than 50% ownership in a 300mm fab.

Kap



To: combjelly who wrote (69075)1/27/2002 3:16:26 AM
From: dale_laroyRespond to of 275872
 
>I am positing SOI production even though UMC doesn't plan on SOI for that fab because I suspect that the equipment to run the wafers is more or less the same as for non-SOI processes.<

My guess is that UMC would be ramping CPU production just about the time that AMD would be introducing the value segment Hammer. It would seem to make sense for AMD to use SOI for Clawhammer while producing the value segment Hammer at UMC using bulk silicon.


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