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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: greenspirit who wrote (54092)4/22/1998 12:52:00 AM
From: Chris  Respond to of 186894
 
Michael, RE: MU & 0.18

It's my understanding that that DRAM production is much simpler than producing CPUs. I'm not a process engineer, so I can't talk specifics. Also, I thought that all 64mb DRAM was going to be 0.18?? I don't remember where I read this, so I could be wrong.

Also the equipment necessary to mass produce CPUs is much more complex, again just my understanding. If there are any process engineer types please don't be shy.

I was just surprised to hear INTC planning full production at 0.18 by mid-1999. It will start with their high end, but it would then ripple to the mid to low end of the next 6-18months. This would dramatically reduce production costs; assuming high yields.

This also starts to make sense that INTC is delaying building, at least one(maybe more), new FAB(s). Getting more chips per wafer at 0.18 vs 0.25/35 will be greatly increase their manufacturing capability without building new $2-4billion dollar fab(s).

It will be great to see AMD/NSM try to keep pace with this.

Chris

PS I'm also interested in IBM's copper process. Does anyone know of production timetables for copper on silicon???