Re: 1) What makes you so sure what Intel's WSPW are?
It's been posted here by Intel folks, generally as a part of "we will buy you" message. 2 are 10K wspw (or more), at least 2 are 8k wspw.
2) Like I said, only 4/7 of those fabs are .18u (the majority of Intel's production).
Yes, and the others of the 7 are .13 or .18 moving to .13. Not to mention Intel's 10 or so other FABs that are used for chipsets, com, flash, etc.
3) What makes you think that 100% of those fabs does CPUs? The i845 is on .18u - doesn't Intel need fab space for those?
AMD makes other parts too: with two families of embedded processors and a networking products division - and while they are more focused on CPUs, they don't have 10 other FABs, either. AMD is also doing development work at its production facilities, as well as being in the middle of transitioning Dresden to .13, Dresden to SOI, and Austin to flash.
amd.com
amd.com
There was a lot Intel cheering when AMD discontinued 1 line of long obsolete embedded processors - what may have been lost is that their newer lines seem to be doing just fine.
4) Intel's .13u fabs have only been in production for less than 6 months. Intel's Fab22 has only been in production for about a month. Why do you think they should be fully ramped? It took Dresden more than a year to ramp at only 4-5k WSPS (your number).
Available for sale output from Dresden won't be fully ramped until Q2 of next year, either. AMD hasn't been spending nearly $2 Billion per quarter to ramp its FABs, either (closer to a tenth of that). And production at Austin is winding down. Probably something like 1.5 million mobile Durons and 2.5 million desktop Durons from a facility capable of producing 6 million parts.
5) With so many unknowns, you are certainly not the expert in determining yields.
Let's face it, that's never stopped any of us :-)
6) I don't doubt that AMD has very efficiently ramped their two facilities - they have great engineers, not idiots.
Are ramping, one up, the other down.
7) I'm guessing that eliminating their embedded CPU lines have allowed them to make better use out of Fab25.
FAB25 is winding down, but available in case CPU demand suddenly recovers.
8) What are you trying to prove here - that AMD has better yields? Good luck. I think it's clear by now that they do not.
I'm trying to show that the two companies have roughly similar yields - Elmers "AMD yields are disastrous" comments notwithstanding - and that if either company has an significant edge, it's probably AMD, which is pretty much inevitable since AMD's average die size is quite a bit smaller. |
