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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.53-0.3%11:56 AM EST
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To: Mani1 who wrote (76016)4/1/2002 12:12:32 AM
From: ElmerRead Replies (1) of 275872
 
1. What about losses during dicing and packaging?

Normally the fallout is in the low single digit percentages.

2. AMD made it clear during the CC that they did not start wafers at capacity.

If you believe AMD then you are faced with the fact that AMD couldn't sell even half Fab30's theoretical capacity during the busiest quarter of the year while Intel was capacity constrained and AMD held the performance lead. That could be worse than yield problems.

3. The part could have yielded but binned too low, thus not sellable.

This is possible and there's some data to support this. Athlons show varing channel lengths that are too great to be explained by normal process variation. AMD has been taking extreme measures to make some higher speed parts which probably couldn't be supported in high volume production. Perhaps they are scraping lower speed parts.

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

I've seen nobody present a case to say Intel has yield problems, except the dumb capacity analysis done by some who forget about the >50 million chipsets components plus many millions of StrongArm, embedded processors, telecom, networking, automotive etc etc.

EP
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