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To: Paul Engel who wrote (41098)11/27/1997 6:46:00 AM
From: gnuman  Read Replies (1) | Respond to of 186894
 
Toshiba quits Desktop mkt, citing extreme downward price shift
news.com



To: Paul Engel who wrote (41098)12/2/1997 1:40:00 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Paul,

Thought you might be interested in the following:

AMAT and Copper Interconnection Technology

Tuesday December 2, 6:02 am Eastern Time

Company Press Release

Applied Materials Announces First Barrier/Seed Layer System for Copper
Interconnects

Company's Proven Ion Metal Plasma (IMP) Technology Provides the Key to
Successful Copper Commercialization

SANTA CLARA, Calif.--(BUSINESS WIRE)--Dec. 2, 1997-- Applied Materials,
Inc. today launched the industry's first system for depositing the critical barrier and
seed layers for copper interconnect circuitry. This new advanced technology will
enable chipmakers to build smaller, higher-performing microprocessor and logic
devices with significantly increased functionality.

The new product, called the Endura(R) Electra Cu(TM) system, features Applied
Materials' new Electra IMP(TM) technology on its powerful Endura HP/VHP
platform. Electra IMP is based on the company's proven Ion Metal Plasma technology
that extends physical vapor deposition processing to sub-0.25 micron device
generations.

Electra IMP technology is used to perform an integrated process sequence that
deposits a tantalum (Ta) or tantalum nitride (TaN) barrier layer, followed by a thin
''seed'' layer of copper. The excellent step coverage and conformal nature of Electra
IMP thin films provide the critical base needed for the successful subsequent bulk filling
of copper by a physical vapor deposition (PVD), chemical vapor deposition (CVD) or
electrochemical process.

''The barrier and seed layers enable the volume production of copper-based
semiconductors,'' said Dr. Ashok K. Sinha, president of Applied Materials' Metal
Deposition Product Business Group. ''Electra IMP introduces Applied Materials' Total
Solutions(TM) strategy for copper technology, which we expect will pave the way to
the interconnects of the 21st Century. It allows us to provide our customers with an
enabling technology at a low operating cost equivalent to today's other mainstream
PVD processes.

''Since 1996, Applied Materials has revolutionized physical vapor deposition capability
by successfully commercializing Ion Metal Plasma technology. This proprietary
technology is currently being used by the semiconductor industry's leading-edge
manufacturers and is well accepted as the state-of-the-art for advanced titanium and
titanium nitride aluminum-based PVD processes. Its extension to tantalum/tantalum
nitride and copper should be even more advantageous to our customers since it can be
quickly and easily integrated into existing process flows,'' Sinha noted.

Applied Materials already has been working with several customers worldwide on
copper interconnects using Electra IMP technology and expects copper-based devices
to begin emerging in late 1998. Dataquest projects the market for copper deposition
equipment to reach $240 million by the year 2002.

Building the Copper Interconnect: IMP Ta/TaN Barrier Layer

Using Electra IMP technology, Applied Materials' Endura Electra Cu system first
deposits either tantalum or tantalum nitride film. The chamber hardware is common to
both films, so the choice is based on individual customer preference. Both IMP Ta and
TaN technologies deposit a very thin layer (less than 500 angstrom) of low resistivity,
low stress film that conformally coats the entire interconnect via or trench structure.
Tantalum-based films provide outstanding barrier properties that effectively guard
against copper's tendency to diffuse into silicon or silicon dioxide. IMP technology also
allows the Ta-based film to be deposited across the entire substrate, providing
protection from copper diffusion to the wafer's edge.

IMP Cu Seed Layer

After depositing the Ta-based barrier film, the wafer is transported to the IMP Cu
chamber for the seed layer. The integration of these processes under ultrahigh vacuum
conditions is a distinct advantage since tantalum film oxidation is avoided, ensuring low
electrical resistivity and good adhesion of both film layers.

The IMP Cu seed layer provides an atomically smooth and cohesive copper interface
that allows the correct grain growth during the subsequent bulk fill step. Because
copper is sensitive to high temperature, the IMP Cu film is deposited at a temperature
below 150 degrees Celsius, enabling a smooth interface with a semi-epitaxial grain
structure. Like the IMP Ta or TaN process, the copper layer is extremely conformal
and exhibits low resistivity.

Dr. Fusen Chen, senior general manager of Applied Materials' PVD division said, ''In
terms of enabling technology, extendibility and operating cost, Applied Materials'
Endura Electra Cu system provides the semiconductor industry with the first
production-capable barrier/seed layer technology for copper interconnects.''

''This system is critical to successful copper electroplating and should help our
customers commercialize copper with a minimum of risk and in a short timeframe,''
added Sergio Edelstein, general manager of PVD at Applied Materials. ''Both IMP
tantalum and copper films are compatible with chemical mechanical polishing as well.
We are also developing our 300 mm version of Electra IMP technology for the 0.18
micron and 0.13 micron device generations.''

Production-Proven Ion Metal Plasma Technology and Endura Platform

IMP is a unique deposition technology in which atoms sputtered from a target are
ionized in plasma before reaching the wafer. The ions are attracted toward the wafer
by an electrical charge and deposit thinly, yet uniformly, across the entire surface of
high aspect ratio structures. The plasma density associated with IMP is moderate and,
therefore, presents a minimal risk of damaging gate oxides. Film coverage can be
precisely tuned using pressure, RF power and bias parameters without compromising
other film properties such as stress and uniformity.

The Endura Electra Cu system uses Applied Materials' industry-leading Endura
platform to achieve production readiness with high throughput; more than 1,000
Endura systems are currently in use worldwide. Acceptance of IMP technology has
been exceptional; more than 90 chambers for the deposition of titanium (Ti) and
titanium nitride (TiN) already have been shipped to customers worldwide.

A typical Endura Electra Cu system is configured with a Preclean chamber, an IMP Ta
or TaN chamber and two IMP Cu chambers. Operating cost of the integrated system
is equivalent or lower than most advanced PVD processes. Advance commitments for
the system have been received from multiple customers worldwide and production
shipments are expected to begin in the second calendar quarter of 1998.

Applied Materials, Inc. is a Fortune 500 global growth company and the world's
largest supplier of wafer fabrication systems and services to the global semiconductor
industry. Applied Materials is traded on the Nasdaq National Market System under
the symbol ''AMAT.'' Applied Materials' web site is appliedmaterials.com
.
------------------------------------------------------------------------
Contact:

Applied Materials, Inc.
Betty Newboe, 408/563-0647 (editorial/media)
Carolyn Schwartz, 408/748-5227 (financial community)



To: Paul Engel who wrote (41098)12/2/1997 4:27:00 PM
From: Mary Cluney  Read Replies (2) | Respond to of 186894
 
Paul, Have you noticed, or is it just me, it seems like whenever INTC goes over 80 (of late) Kurlak rehashes some old stuff about PC sales. What gives?

Regards,

Mary



To: Paul Engel who wrote (41098)12/2/1997 10:31:00 PM
From: William E Hodal  Respond to of 186894
 
Paul, you have been found out. In his new book "Inside Intel", Tim Jackson has devoted an entire chapter to you. The chapter (Ch 15, page 134) is called Penang Burning.

..." By 1974, an invitation to come and talk to Intel was an honor to any student who was aware of what was going on in the electronics business"...

It has been said before that your input is valuable. But now your credibility with me has been raised to a higher level.

Bill



To: Paul Engel who wrote (41098)12/6/1997 8:38:00 PM
From: Robin  Respond to of 186894
 
Paul, I have a question for you how come these days you are posting alot less than before I noticed while ago around july 96 the same happened you stopped posting, is there a relation between number of posts you make and how semis are doing.

Just to set the record right I am long on both INTC and ALTR, and I hope after Jan 98 we see improvenments in techs.

take care