Elmer,
I have no inside information from AMD. I am expressing an opinion.
Ok, and on Intel side, where you may inside information, you can't share it on these boards, so the whole yield discussion (having ho facts) is as fruitless as it gets.
It could make sense to discuss it when a manufacturer is supply limited, if low yields or something played role, and as far as I know, the only one reporting shortages recently was Intel.
If we are at a limit condition (being supply limited), yielding even a single additional CPU from a wafer means additional revenue of some $150. If Intel processes 30,000 wafers per week for CPUs (WAG), it would mean $58M in a quarter.
In a demand limited situation (where AMD has been for last 6 quarters), when capacity is there, but orders are not, effects of yield are measured in cost of blank wafers, and other variable cost inputs, rather than in terms of prices of finished products.
Joe |
