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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (75799)10/18/1999 5:36:00 AM
From: Bilow  Read Replies (2) of 1572639
 
Hi Elmer; I'll give the AMD low yield problem one more swing.

Yield depends on how much you push the technology. AMD pushed the technology. Consequently, they got a bad yield. The reason they pushed the technology was that their CPU architecture wasn't so good. So they pushed the technology in order to get faster parts. But getting faster parts required pushing the technology. Pushing the technology caused a yield reduction. This increased the cost of their parts, but otherwise allowed them to ship a product.

Maybe I can put it into terms that an Intel type would understand.

Manufacturability depends on how much you push the technology. Rambus pushed the technology. Consequently, they got bad manufacturability. The reason they pushed the technology was that their memory technology wasn't wasn't so good. So they pushed the technology in order to get a more attractive (to Intel) design. But getting a more attractive design required pushing the technology. Pushing the technology caused a manufacturing problem. But the manufacturing problem doesn't show up at the die stage, only at the system stage, where it is very expensive to scrap or repair. So Rambus technology is tits up.

-- Carl
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