ELECTRONICS INDUSTRY

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ELECTRONICS INDUSTRY
Largest Manufacturing Employer -- Accounting for
11 GDP
PWB/HDI
VLSI
TWO DISTINCT BUT RELATED TECHNOLOGIES FOR TWO
DISTINCT BUT RELATED INDUSTRY SECTORS
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SMALL IS KEY TO THE NEXT MILLENNIUM
As high-tech became an increasing part of our
national product, the relative physical
dimensions of our value added fell
dramatically. The per capita physical weight of
our gross domestic product(GDP) is evidently only
scarcely higher today than it was 50 or 100 years
ago. By far the largest contributor to growth of
our price-adjusted GDP, or value added, has been
ideas -- insights that leveraged physical
reality. Alan Greenspan Boston June 3, 1999
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BACKGORUND ACTIVITIES ON COPPER PLATING FOR
ELECTRONICS INDUSTRY

• FUNDING 320k
• 70k EPA Ph I SBIR PWB 9/95 to 3/96
• 100k Shipley Corp. (Gatekeeper) PWB 4/96 to
  3/97
• KILLED!
• 100k AF Ph I SBIR semiconductor 4/98 to
  1/99
• 50K Internal PWB/HDI 2/99 to 10/99
• PENDING 270k
• 100k NSF SBIR Ph I semiconductor 1/00 to
  6/00
• 100k NSF SBIR Ph I PWB/HDI 1/00 to 6/00
• 70k EPA Ph I SBIR semiconductor 4/00 to 10/00

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BRIDGE BEGINS WITH ENGINEERING PROTOTYPE
LABORATORY MODEL
ENGINEERING PROTOTYPE
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(HDI/PWB)/ELECTRONICS INDUSTRY ANALYSIS

• Gatekeeper Industry -- Paradigm Shift?
• 8.3B US PWB Industry
• 2B HDI, projected to 8B 24B by 02
  07,respectively
• SOA - slow and capital intensive - Japan
  Pacific Rim
• Captive shops being sold
• gt Not Driven by OEMs,
• strong industry consortium - ITRI
• US filed 1/25/99, foreign will be filed
• Funding is weak - Window of Opportunity
• Critical path
• Execute Test Panel - Seed Capital
• Align with ITRI
• Secure ATP or DARPA
• License Major Player
• Sale to Industry Channel

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MICROVIA PRODUCTION CAPACITY

• Approximately 75 companies possess capability,
• Laser and photovia used for holes,
• Two distinct markets
• Product Boards
• IC substrates
• TechSearch Int.
• Austin, TX
• 1999

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HDI MARKET
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HDI MARKET
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GEOGRAPHIC DISTRIBUTION
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COMPETITIVE ADVANTAGE

• High rate metallization -- (500-1000 compared to
  35-75nm/min)
• Larger Panels -- (150x200 450x600 compared to
  100x50mm)
• Multiple features via CM-ECD rather than
  chemistry/masking
• Robust and easily controlled process compared to
  chemistry

INCREASED THROUGH-PUT
Even Japanese and Pacific Rim cannot sustain low
through-put as market EXPLODES!
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PWB/HDI COMMERCIALIZATION FOCUS

• Path to Market Access, Inc.
• Using Seed Capital/Private Investment?
• Demonstrate on test panel
• construct prototype plating line
• multiple features using rectification control
• Technical Presentations
• 10/99 International Mtg. -- target Japan and
  Pacific Rim
• 10/99 ITRI consortium Mtg. -- target US PWB
  players
• Defense Manufacturers conference
• Secure ATP or DARPA Government development funds
• Execute ITRI/PEMTEC cost share program
• Dual use, US military critical
• Company targets for specific product application
• analogous deal to Amcast -- capture part of
  value
• We cant currently competitively bid HDI jobs.
  J.Davignon Merix

Equipment sale can provide access and
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(VLSI)/ELECTRONICS INDUSTRY ANALYSIS

• Strong Gatekeeper Industry
• chip maker or OEMs?
• 140B projected to 215B by 02
• SOA - proprietary chemistry
• difficult to control
• US filed 10/14/98, foreign will be filed
• Funding is weak -- window of opportunity
• Critical Path
• demonstrate on chip
• Align with MCC or Sematech
• Leverage ATP or DARPA
• Target Chip Makers/OEMs

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VLSI COMMERCIALIZATION FOCUS

• Path to Market Access, Inc.
• Using Seed Capital/Private Investment?
• Demonstrate on micro-chip already obtained
  from Semitool
• Technical Presentations
• 10/99 International Mtg. -- target Japan and
  Pacific Rim
• Sematech/MCC -- target US PWB players
• Secure ATP or DARPA Government development funds
• Dual use, US military critical
• Company targets
• OEMs IBM, Motorola, HP
• chip makers Intel, AMD, Cyrix
• chemistry suppliers Shipley-Roneal, MacDermid,
• tool makers Semitool, Novellus

Equipment sale can provide access and cash