wbmw,
On the bright side, since yield is about 44% on the Palomino (90/206 die/wafer), then we can estimate slightly better yield on .13u (smaller die, say 50%), which is 170 good die per wafer. 60,000 wafers with 170 good die per wafer could produce 10.2M die that quarter. And that's not counting UMC.
Whatever the yield is, as long as AMD is not able to sell out all of the output, it any kind of yield penalty is just a tiny, barely perceptible increase in costs (blank wafers, chemicals, labor). Once AMD is able to sell out all of it's output, yield would become the bottleneck, and if the yield will turn out to be below par, you will hear me complain about it. Right now it is just an academic exercise.
Joe |
