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Politics : Formerly About Advanced Micro Devices
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To: Dan3 who wrote (82669)12/11/1999 2:00:00 AM
From: THE WATSONYOUTH  Read Replies (1) of 1573967
 
Re: "I've got to think that Coppermine yields are considerably worse than expected by Intel. Just how difficult is it to get consistent production with notched gates? Do you have any estimates on current Coppermine yields?"

Since Intel has always claimed they will not sacrifice yields for riskier processing, you would think that Intel was convinced the notched gate process would yield equally well. As several others have speculated, I think this initial launch was forced (they weren't quite ready)and came from perhaps only one fab. If they underestimated the
demand for the 733MHz grade, set the mean MHz target a bit low and then missed the mean MHz target by perhaps only 50MHz (50MHz corresponds to less than 50A in channel length), they might be left with too low a percentage of 733MHz parts even though the yields might be fine. This is a new process and certainly is not as well known and characterized as the previous one.. If you must produce a certain percentage of the fastest grade parts, you must, if anything, error on the aggressive side from a process point of view. They might just have been too conservative for too long a time and came up a little short of their target. This, coupled with higher demand for the 733MHz sort, would leave them far short of demand at that speed grade. And perhaps yields were on the low side of expectations but still within the acceptable level for a new process in the earliest stage of manufacturing. My guess is the market will see plenty of Coppermines at all speed grades by Jan. This is a temporary problem but quite a good opportunity for AMD. I have to believe the heat is on a lot of Intel folks about now.

just speculating
THE WATSONYOUTH
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