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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 223.44+4.3%3:59 PM EST
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To: Elmer who wrote (66950)1/3/2002 11:40:23 AM
From: pgerassiRead Replies (1) of 275872
 
Dear Elmer:

You think that 115 GDPW is bad for a 128mm2 die including all equipment down times, maintenance, etc? Then Intel's yield's of less than 16 GDPW for a 217mm2 die must be just horrible! Intel continues to claim they have a shortage of P4s yet, with all of their capacity, they can't make 10+ million in a quarter? You claimed one fab alone produced over 13 million P3s and it was not at peak capacity. That one fab could produce all the Celerons and 0.18u P3s and all the other 0.18u fabs can't produce 75% of that in P4s? 500K+ wafers per quarter can't produce a mere 8 million P4s?

You should be all over Intel demanding why their yields are so terrible long before you can deprecate what AMD is doing.

As to Tualatins and 12" wafers, they can't sell their capacity now, what makes you think they could sell 5 times as much? Oh! You must think they can give them away for free. You seem to think that a 12" wafer is just as expensive to process as a 8" wafer whose fab is already paid for. Even a new fab making 8" wafers you assume costs just as much per wafer as a 12" one. Get real! Given the newness of 12" wafer processing, 12" wafers probably cost 3 to 4 times what a 8" wafer costs now to process and will get to 2 to 3 times a couple of years from now. And Tualatins will have to compete against 0.13u SOI copper Durons and lose to them both in performance and performance/price, much less, Bartons.

Pete
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