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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Fred Levine who wrote (744)	3/4/2002 10:27:29 AM
From: Proud_Infidel	Respond to of 25522

Soon it will be time to begin discussing 450mm.... Guess who has two 450-mm wafers... Here's a trick question: What's the installed base of blank 450-mm wafer substrates in the world today? Well it's unclear and pretty small, but Intel Corp. has a grand total of two blank 450-mm wafers in its possession for R&D purposes, according to officials from the Santa Clara, Calif.-based company. The company believes that it will not be ramping up 450-mm wafer fabs at least until 2014, said Gerald Marcyk, director of components research within Intel's Technology and Manufacturing Group. Wafers based on 450-mm substrates is "a 'disruptive' technology," Marcyk said during a presentation about Intel's IC manufacturing efforts at this week's Intel Developers Forum (IDF) in San Francisco. It will take Intel another 12 years to move to 450-mm technology. In comparison, it took Intel about 10 years to make the transition from 200-mm to 300-mm technology.--M.L. --- ...and guess who made them Another tricky question is which silicon materials merchant made the 450-mm wafers for Intel? Intel isn't saying, but a good bet is that the company is one of Intel's current silicon suppliers. At present, sources say Intel has three wafer suppliers: Shin-Etsu Handotai Co., Wacker Siltronic AG as well as SUMCO, a new joint venture between Sumitomo Metal Industries Ltd. and Mitsubishi Materials Corp. --M.L.