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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Process Boy who wrote (54728)4/8/1999 12:25:00 AM
From: Mani1  Read Replies (1) | Respond to of 1576591
 
Process Boy re <<Mask layers are a part of the process from start to finish>>

AND

<<The AMD "mask thing" may have been addressed with an early metal layer (interconnect) redesign, or tapeout. This is approximately half way through the fab process, or a little beyond.>>

I guess I was challenging your speculation that there was a "bubble" created in a later stage of manufacturing which allowed the 2.4 million or so CPU being shipped in March. Since AMD also said it took 8 months for this problem to clear its way through the process.

Thanks very much. I am actually fairly familiar with semiconductor manufacturing, (as familiar as some one not working in the industry can be :-) ) I used to be mainly invested in equipment stock 3 months ago or so. I took my profit in CYMI and AMAT and changed them to AMD Bad decision which could get even worse tomorrow :-(

Can you tell me which stepper/scanner company Intel buys from? Or more interestingly, does any of the steppers Intel buys has a "non Cymer" light source in them? I would appreciate it very much but I would also understand if you can't.

Thanks again,

Mani