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

To: Big Bucks who wrote (16863)	12/16/2005 12:17:41 AM
From: etchmeister	Read Replies (1) \| Respond to of 25522

ONNN does not plan to put 4 cores into one chip; server chips with 4 cores are probably first to emerge. Die size will be an issue - the issue isn't really whether equipment makers like 450 or not. The point is how to get to 450 mm. obviously chipmakers and equipment guys need to work closely - I don't believe Intel just dumps on equipment makers - they understand the concerns you expressed as well. The point is to solve those issues rather arguing it can not be done. ONNN might be doing well like other such as IRF, MXIM and LLTC. The flipside of using/relying on older technology (which might be perfectly OK for ONNN, LLTC, MXIM) is that manufacturing capabilty is not a differentiator - the differentiator appears to reside at the design level. Manufacturing capability is a huge differentiator for Samsung and Toshiba/SNDK - renesas just called it quits probably due to lack of 300 mm manufacturing capability.