Paul, you said "a lot of wafers." In FAB-speak, this is ONE LOT. If what you say is true, this is very serious.
As a sanity check to this information however, it seems to me that since production out of Dresden was not supposed to happen until the end of the year, say, December 1, that wafer starts for the first production run should be starting no sooner than September 1, or today.
How could AMD lose a month's worth of wafers, if production hasn't started yet?
If production wafers started, say, mid-July, and the contamination was found mid-August AND the source for the contamination was eliminated, then there could still be some production in Q4.
When you say "AMD lost A MONTH's WORTH of WAFERS in Progress," this must indicate that the problem was found one month after production started. After all, if the contamination was found less than a month after production started, then less than a month's production would be scrapped. If it was found two months after production started, then all two months of in-process work would have to be thrown out.
If this story is true, I'm a little surprised that production started over a month ago. If its not true, you may find the SEC breathing down your neck.
Petz |
