Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bill Jackson who wrote (76571)	4/5/2002 11:44:36 PM
From: kapkan4u	Read Replies (5) \| Respond to of 275872

<Interesting comments here about low k problems on .13. I wonder if this impacts AMD or Intel?> AFAIK Intel is using FSG on the 130nm node. Here is another article on low-k. siliconstrategies.com

To: Bill Jackson who wrote (76571)	4/6/2002 7:12:33 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Bill: "ng, Interesting comments here about low k problems on .13. I wonder if this impacts AMD or Intel?" No doubt problematic for both...but from AMD's Annual Statement: "The first members of the Hammer family of processors will be produced on the 130-nm process enhanced with silicon-on-insulator (SOI) technology that will deliver higher-performance devices with lower power dissipation."..."It(Hammer) is truly a processor that can change the face of the industry." Sounds like AMD has a pretty good handle on it though!!!

To: Bill Jackson who wrote (76571)	4/6/2002 10:37:42 AM
From: combjelly	Respond to of 275872

"I wonder if this impacts AMD or Intel?" It doesn't impact Intel, they are using FSG. AMD announced they were going to use Black Diamond, which is CVD. Of course, we don't know if Black Diamond is going to be used on the bulk Si or SOI process, or both. If I had to bet, I'd pick both, but they may have even changed their mind and are using something else by this time... An interesting possibility is if their bulk Si process uses FSG. If that is the case, then there could be a huge difference between TBred and Barton, both in performance and power consumption. I really doubt if this is the case, the projected roadmap for mobile TBred indicates they are using a pretty aggressive low-k dielectric. At least they are projecting near mobile P4 clock rates at near, or even less, the power consumption. So I think that pretty solidly rules out FSG.