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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Jess Beltz who wrote (12809)	1/18/1998 8:53:00 AM
From: Maxwell	Read Replies (3) \| Respond to of 25960

.25um Production? biz.yahoo.com <<HSIN-CHU, Taiwan--(BUSINESS WIRE)--Jan. 8, 1998--Taiwan Semiconductor Manufacturing Company (TSMC) closed 1997 by shipping production 0.25-micron wafers for a high performance logic product, the first in an anticipated 10 products scheduled for 0.25-micron production in the first quarter of 1998. >> They are starting to ramp just now. Their .25um steppers are ASMLF Cymer laser. <<With this milestone, TSMC becomes the first foundry to commercialize the process technology that economically accommodates 10-million transistor, 300-megahertz, system-on-chip products. TSMC is ramping this technology, in three fabs, to 15,000 8-inch wafers per month capacity in 1998 and much more in 1999 and beyond.>> 15,000 8" wafers/month combined in 3 fabs mean at least 20 .25um steppers for now and many more to come. <<TSMC's 0.25-micron logic process offers single poly, five layer metal and borderless contact design rules resulting in almost double density over 0.35um. Dual gate oxides provide for 2.5V or 3.3 V operating voltages with 5 V tolerance. To facilitate design reuse, the 0.25-micron process allows shrinks from 0.5-micron and 0.35-micron processes and has a built in shrink path to the 0.18-micron technology that will be introduced in 1999. >> The more metal layers the more processing steps. I suspect they are using .25um steppers for their shallow trench isolation (STI), polygate, contact 1, contact 2, and contact 3 layers. <WaferTech, the company's U.S. joint venture in Camas, Wash., will begin ramping to production in July 1998. In July 1997, TSMC broke ground on Fab 6, the first of 5 new fabs in Taiwan. Fab 6 will start production in 1999 and build to a capacity of 60,000 8-inch wafers per month. Subsequent fabs in Taiwan will be 12-inch lines. TSMC has subsidiaries in the U.S. and Europe. TSMC's 0.18um production schedule calls for work with several undisclosed partners for earliest production beginning in the second quarter of 1999. >> Damn. TSM is really aggressive. Perhaps you guys should invest in this company as well as CYMI. And you know what? This is just only 1 company that is aggressively using excimer technology! Many more are and will follow. CYMI will get their money sooner or later and those who invest in CYMI will get your profit sooner or later. You just got to wait a little longer. Furthermore, I have learned 1 important lesson from investing CYMI and this thread. You have to be in good term with the brokerage houses. If you go against them like CYMI pulling out of the investor conference the brokerage house will destroy your stock either by shorting the hell out of it or calling up their mob brothers (other brokerage houses)to conspire. Good companies with good PR are IBM, CPQ, IOM, DELL, etc. They always release news even if they are irrelevant to the business. Nevertheless they please the investors. I think CYMI's executives should do the same. Maxwell