Home
News
Blogs
Fabtech Jobs
Product Briefings
Going Places
300mm Activity Reports
Core Sections
Wafer Processing
Lithography
Fab management
Materials & Gases
Critical Components
Cleanroom
EHS
 
Find

GlobalSpec - The Engineering Search Engine
 
Home arrow Blogs arrow Editor's Blog arrow October 2007 arrow AMD’s 45nm volume ramp could be a 2009 affair
AMD’s 45nm volume ramp could be a 2009 affair Print E-mail
Oct 17, 2007 at 04:47 PM

Some interesting though general bites of information came out of ASML’s quarterly conference call today that noted the adoption cycle by the various chip manufacturers for immersion lithography. 

ASML’s head honcho Eric Meurice noted that the initial wave of volume production orders for immersion tools was coming from the NAND flash manufacturers as they are pushing the technology nodes harder than anyone else in an effort to remain cost competitive in this rapidly growing market. They are also helped by the fact that NAND technology is much simpler to scale than anything else!

The second wave, which has only just started, comes from the more aggressive DRAM manufacturers pushing 50x nm migration, which is about a year behind that of NAND on a mass-market ramp basis. This will kick-in in 2008, we are told.

The most interesting aspect noted by Meurice was that logic manufacturers would be 12 to 18 months behind DRAM, putting the mass ramp at 45nm somewhere in 2009!

Considering that Intel is using dry double patterning 193nm ArF for its 45nm ramp now underway, immersion volume production ramp for the major foundries and the likes of AMD could well be a 2009 affair!
Readers' comments
Comment by GUEST on 2007-11-03 13:22:20
This potential schedule would erode even further the margins of all AMD's product lines well into 2009, while Intel would enjoy at least 6 Q's of uncontested high product margins. I do not believe AMD can wait that long, it will need to outsource 45 nm before 2009 unless, of course, management wants to make easier for Intel to fund its upcoming 32 nm efforts with the 45 nm profits. The market should punish AMD stock even if Intel does not ensue another price war.


Bookmark with:
DeliciousDiggredditStumbleUpon
Visit Fabtech Jobs websiteSubscribe to Fabtech weekly newsletter
Related articles
Immersion lithography makes big splash with DRAM manufacturers  (16/01/2008)
ASML’s immersion lithography domination by numbers  (17/10/2007)
Double patterning a necessity in bridging gap to EUV, says ASML  (19/04/2007)
ASML could ship more than 25 immersion lithography tools in 06!  (18/01/2006)
Is ASML having it all its own way?  (12/10/2005)
Related jobs
Application Engineer Low k1 Imaging  (Veldhoven, 29/04/2008)
Application & Business Support Engineer  (Veldhoven, 03/01/2008)
Product Engineer  (Richmond, 15/09/2007)
Product Engineer  (Richmond, 15/08/2007)
Production Supervisor  (Wilton, 09/08/2007)
Most Popular Blogs
AMD going fabless  23 Jul 2008
Double take on Applied Materials targeting litho supplier ASML  09 Jul 2008
Has AMD now fallen off the cliff?  08 Apr 2008
AMD far from 20 percent rule  03 Jul 2008
News Feed
RSS feed
Blog Archive
July 2008 (4)
June 2008 (7)
May 2008 (8)
April 2008 (2)
March 2008 (2)
February 2008 (7)
January 2008 (3)
December 2007 (4)
November 2007 (9)
October 2007 (11)
Blog & Website Roll