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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 216.65+0.7%1:38 PM EST
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To: Elmer who wrote (76009)3/31/2002 11:47:06 PM
From: Mani1Read Replies (1) of 275872
 
Re <<At .25df/mm2 AMD would be able to produce >150 good Palominos per wafer. At that rate AMD would have only used about 2200 wafers from Fab30 to produce 4.3 million Athlons in Q4. Only 44% of the fab capacity. >>

1. What about losses during dicing and packaging?
2. AMD made it clear during the CC that they did not start wafers at capacity.
3. The part could have yielded but binned too low, thus not sellable.

If defect density was all that counts, both AMD and Intel yields are far from "world class", what ever that might be.

Mani
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