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Politics : Formerly About Advanced Micro Devices
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To: Ali Chen who wrote (68739)8/13/1999 3:58:00 PM
From: kash johal  Read Replies (2) of 1572726
 
I agree with Paul and you.

AMD is being very smart.

They are using a full 0.18 transistors for speeds but just losing density by using the larger metal rules.

This way they can get faster product out earlier with minimal design disruption.

So the good news is the performance is killer.

And once they ramp the true 0.18 back end with minimal spacing on base layers they will get the die size advantage as well.

Several points:

The good news:

1. They are well on their way to 0.18.
2. Yields are good, pointing to excellent 0.18 micron yields when die size is shrunk.
3. A smooth production ramp is likely.

The bad news:

1. The likely speed increase from the 0.18 micron back-end will be negligible at best. So if they are yielding 700's now they may get to 800Mhz but 1Ghz is a way away.

2. With copper they may well get some yield at 1Ghz.
But unlikely with 0.18 Al.

Welcome everybodys thoughts on this.

regards,

Kash
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