To: Sun Tzu who wrote (29717 ) 4/27/1999 3:13:00 AM From: Jeffrey D Respond to of 70976
A little Low K Dielectrics for you. Looks like AMAT poised to dominate here too. Jeff << Low K Dielectric Market For Semiconductor Processing to Reach $750 Million in 2003 Says The Information Network BusinessWire, Monday, April 26, 1999 at 11:03 NEW TRIPOLI, Pa.--(BUSINESS WIRE)--April 26, 1999--The market for spin-on low-k dielectric materials for future semiconductor processing will grow to $750 million in 2003 according to the report 300mm/Copper/Low-K Convergence: Timing, Trends, Issues, Market Analysis, recently published by The Information Network, a New Tripoli, PA-based market research company. "It appears as if the first generation of copper interconnects that goes into production will be integrated with standard SiO2. While in part this is because a clear winner has yet to emerge from a variety of low-k candidates under evaluation, it is mainly because there are enough risks in trying to implement copper, let alone copper and low k," notes Dr. Robert N. Castellano, President of The Information Network. "Our analysis of 18 semiconductor manufacturers in various stages of copper evaluation/ production indicates that the transition to low-k dielectrics will not fully take hold until 2001." Low-k market entrants include AlliedSignal (NYSE:ALD), Dow Corning, Dow Chemical (NYSE:DOW), Schumacher, TOK, and W.L. Gore. In addition, spin-on dielectrics must compete with the Black Diamond process from Applied Materials (NASDAQ:AMAT). "Applied Materials now offers a complete suite of copper tools including its Black Diamond CVD process for low-k dielectric deposition -- a strong incentive to semiconductor manufacturers," added Dr. Castellano. There are too many options and uncertainties in spin-on low-k materials. The Information Network is the leading consulting and market research company addressing the semiconductor, computer, and telecommunications industries. CONTACT: The Information Network Dr. Robert N. Castellano, 610/285-4548 Web: www.theinformationnet.com >>