Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 3:59 PM EST

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To: dale_laroy who wrote (48642)	7/22/2001 6:16:43 PM
From: Dan3	Read Replies (3) of 275872

Re: the Northwood will only be 33% larger than the Clawhammer Each 300mm wafer is more expensive to process than each 200mm wafer, but not enough more expensive to make up for the far greater surface area of the 300mm wafers. Estimates I've seen are that savings are on the order of 40% for 300mm vs. 200mm wafers. Given the almost inevitable decrease in yields for a 33% larger chip, clawhammer, and certainly thoroughbred, on 200mm should cost about the same to produce as Northwood on 300mm. I suppose my main point would be that the variation in wafer costs that 300mm wafers represent is one of the least important factors to either company going forward. Why do you expect yields to drop for SOI? The pre-processing of wafers will certainly add something to costs, but there will also be an opportunity for better quality control of the raw wafers entering the line. I think there is a good chance for an improved wafer yield (as opposed to die yield) given the in-house processing AMD will be doing on its wafers.

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