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

To: fyodor_ who wrote (69188)	1/27/2002 7:51:27 PM
From: combjelly	Respond to of 275872

"Had AMD had a 300mm wafer fab ready to go online this year, they would be the only company in the world requiring 300mm SOI wafers" Yep. But 200mm wafers can usually be handled by 300mm equipment. And Soitec has prototypes of 300mm wafers, so chances are good that they will start shipping this year, so there is a chance that 300mm SOI wafers might be economical next year.

To: fyodor_ who wrote (69188)	1/27/2002 7:58:09 PM
From: ptanner	Read Replies (1) \| Respond to of 275872

fyo, re: "Had AMD had a 300mm wafer fab ready to go online this year, they would be the only company in the world requiring 300mm SOI wafers. If nothing else, that sounds awfully expensive." It would certainly be a high cost relative to other wafers if there was only one customer and particularly one supplier. However, would this cost be significant relative to overall production costs? A better question might be, how much are 200mm wafers in both bulk and SOI forms? re: "However, even 200mm SOI wafer availability is not tremendously good and AMD's wafer order is huge." Really? I thought IBM and Motorola were also using SOI for at least some product lines so while AMD may be a large customer there would be others. I also have a question concerning bulk vs epitaxial wafers - what is the difference? A link to a reference or two would be appreciated. TIA -PT