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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.32-0.2%Dec 30 3:59 PM EST
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To: AK2004 who wrote (78510)4/26/2002 8:30:35 PM
From: Bill JacksonRead Replies (2) of 275872
 
Albert, Strictly speaking adding more area to compensate for a larger die is no accurate, since larger dies encounter a higher rate of die errors, mainly particles, so it is a desperation move to somehow make enough good parts to supply the market. Without 300M Intel would be in deep doodoo.
AMD on the other hand is able to make on 200MM and can change to 300MM later after equipment gets perfected, as well as cheaper. In addition better DUV exposure methods come along if you commit later.

Bill
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