Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.59

+1.1%

3:59 PM EST

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To: Yousef who wrote (75566)	3/25/2002 10:58:09 PM
From: pgerassi	Read Replies (2) of 275872

Dear Yousef: You forgot the most valuable point! The smaller die at the same defect density has a much higher yield. In other words, big is bad! Defect density does not vary that much between cutting edge fabs at similar times as the wafers supplied to each fab come from the same sources (and any big differences would cause a shift in suppliers so they have great incentives to deliver product with not much larger defect densities than competitors). And most of those defects are caused by the underlying wafer are they not? Thus, the highest variable in these equations in typical use is the die size. And that does not favor Intel. Pete

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