Intel Corp (INTC)

[SemiconEng]

DuPont Photomasks To Serve As Infineon Tech Supplier
ROUND ROCK, Texas -(Dow Jones)- DuPont Photomasks Inc. (DPMI) formed agreements with Infineon Technologies (NYSE: IFX - News) AG (IFX) as the German semiconductor systems company transitions out of photomask manufacturing.


That's what I thought.... Hummmmm, With the additional layers AMD added to the back end (With additional Masks needed), could issues with the Masks and/or delivery/development of the needed aditional Masks, be part of the problem with AMD's 0.13u process??? I know it says the new facility won't be ready until "late 2003", but could Dupont already be supplying (or not supplying) AMD from it's own facilities? What does the agreement to supply AMD with masks, say about when Dupont will start supplying AMD???

Semi