Migration to Copper from Al in chip fab. Who has the gear?

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Migration to Copper from Al in chip fab. Who has the gear?

An SI Board Since August 1998

Posts	SubjectMarks	Bans
6	0	0

Emcee: Mitchell	Type: Unmoderated

Introduction Compact

Which companies will be the winners and who will be the losers as the industry moves from Al to copper. How will the capital equipment companies products address this transition. Let's explore the difference between the proceses and seek to predict who the Cu winners will be. Is NVLS ahead of AMAT, what role will IBM's research play, will SMTL be a key ?

This Change in technology represents a shifting supply curve, I expect a realocation of resources.

Mitch

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
6	Armonk, New York, Aug. 31 (Bloomberg) -- IBM Corp. tomorrow will begin dis	Mitchell	-	9/1/1998
5	SMTL is Selling at 1.2 X Book value, making a profit and holding up pretty good	Mitchell	-	8/22/1998
4	Good discussion of IPEC's role and the"copper alliance" of KLAC,	Mitchell	-	8/15/1998
3	Very good report on current state of copper <http://www.techstocks.com/~wsa	Mitchell	-	8/15/1998
2	Spoke with IR at BRKS and they think they are in good shape for copper/wet proc	Mitchell	-	8/14/1998
1	Is aluminum deposition going away ? How will that affect the demand for PVD equ	Mitchell	-	8/14/1998

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