SI
SI
discoversearch

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.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Big Bucks who wrote (19682)5/26/1998 4:37:00 PM
From: Math Junkie  Read Replies (3) | Respond to of 70976
 
Along the lines of trying to learn from my mistakes, last night I was looking through the AMAT thread in the September-early October time frame, leading up to the final top on October 13th, and I found the following posts I wish I had paid more attention to:

Message 2177162
Message 2352542
Message 2367717
Message 2411121
Message 2413640
Message 2414028
Message 2415603
Message 2418898
Message 2424210
Message 2424685

And one desperately wrong answer:

Message 2415364



To: Big Bucks who wrote (19682)5/26/1998 4:38:00 PM
From: Henry Eichorszt  Read Replies (1) | Respond to of 70976
 
Copper chip age coming
By Michael Kanellos
Staff Writer, CNET NEWS.COM
May 26, 1998, 1 p.m. PT
URL: news.com
The next copper age may come sooner than expected.

Semiconductor manufacturing equipment maker Applied Materials today
announced that it is working with semiconductor trade group Sematech to
refine the polishing process for the production of chips that use copper
to connect circuits. And later this year, IBM is scheduled to release a
PowerPC processor based around copper interconnect technology, rather
than aluminum, several sources have said.

Copper will likely become the metal of choice for microprocessor
circuits as chips get smaller and faster. Copper conducts electricity
better than aluminum, the metal traditionally used for circuitry on
microprocessors. Copper interconnects therefore allow the chip size to
be reduced while speed and complexity is increased.

"If you are shooting for a given clock rate, especially in the 600-plus
megahertz range, it is probably going to be easier to get there with
copper," said Dean McCarron, principal at Mercury Research.

While copper won't be used broadly for a number of years, manufacturers
are already making plans to convert to the metal, said Rob Davenport,
director of product marketing in the chemical mechanical polishing
division at Applied.

Many are looking to employ copper more broadly with the advent of the
0.13-micron manufacturing process, an ultrafine manufacturing process
that's two technology generations from now. This year, manufacturers
began releasing chips based on the 0.25-micron process, while next year
a select few will introduce 0.18-micron process chips.

"It varies from company to company, but somewhere between the 0.18 and
0.13 [micron manufacturing processes] most logic manufacturers are
looking to implement copper," Davenport said. "For DRAM [memory chips]
it may not be required, but for logic, and especially for
microprocessors, it will be."

Under the Applied-Sematech alliance, the two organizations will
essentially seek to develop a fungible standard for the polishing
process for copper-based chips. While the polishing phase is but one
stage in manufacturing, it presents one of the stiffer challenges for
copper-based chips. Copper is polished faster than other elements
contained in a semiconductor wafer. As a result, normal polishing
procedures can erase copper circuitry.

Applied's Mirra chemical-polishing system gets around this by allowing
for multiple polishing steps, he said.

Davenport would not comment on whether Applied and Sematech will
cooperate on other copper manufacturing initiatives. Further cooperation
seems likely, however. Applied is one of the few U.S.-based
semiconductor equipment manufacturers. Similarly, Sematech's members
include most of the domestic semiconductor manufacturers. Applied and
Sematech are also engaged in a number of initiatives, a spokeswoman
said.

In the meantime, IBM is gearing up to release the first copper-based
microprocessor for commercial use, said sources close to that company.
The chip will be released later this year and be based around the
PowerPC architecture.

In March, Apple Computer demonstrated a Power Macintosh running a
400-MHz PowerPC using copper technology.

An Intel spokesman said that the entire semiconductor industry will in
all probability convert to copper in the next five to seven years.
Intel, however, does not have short-term plans to release copper chips,
he added. (Intel is an investor in CNET: The Computer Network.)

ÿ
ÿ



To: Big Bucks who wrote (19682)5/26/1998 7:31:00 PM
From: akidron  Read Replies (2) | Respond to of 70976
 
Buxx.... look out the window and what do u see... AMAT at $32... that's what I see.... too early for me though... I still like the chances of $25. Will start buying when the pre-announcments start rolling in... on one of those dark dayzzz where all is hopeless... I keep wondering whether AMAT will actually earn less this year than in '95, and what that might mean for the opportunity....