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Politics : Formerly About Advanced Micro Devices
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To: ptanner who wrote (114295)6/5/2000 1:18:00 PM
From: Goutam  Read Replies (1) of 1578288
 
PT.

> So assuming the yields/bin-splits are the same for Classic and TBird then AMD actually makes more $/wafer area on the Classic -- but I would imagine demand will be limited to those with existing Slot A MB.

I know Steve Porter already responded to this, but I'd like to add my 2 cents.

What you said is true at wafer level if the yields are the same. If it costs more, I suspect that it would be very minimal per die. It's a different story if you compare the final cost of Athlon Classic vs Thunderbirds.

Thunderbird socket-A eliminates the following costs associated with Athlon classic -

1)pc board
2)external L2 chip
3)some external passive components
4)shipping to and form the outside company providing the slot A assembly service
5)slot A module assembly
6)additional test after the slot-A module is built
7)high shipping, storage and handling costs due to bigger size of the module, and due to the additional manufacturing steps.
8)longer cycle time


The cost savings due to elimination of above cost factors can amount easily about $15 - $22 per tbird.

When it comes to tbird slot-a, it would cost a little bit more than socket-A version because of the requirement of pc board and the module packaging. But it would still be ($10-$18) cheaper than Athlon Classic modules.

IMHO, the low cost of manufacturing, the start of the Dresden fab production, Dresden ramp, and the extra capacity are far more important than the >1GHz stuff at this time.

Goutama
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