Last post for day - just read Prudential initiation of UMC at buy. A couple of tidbits on AMD:
130 nm process folks from AMD currently working closely with UMC team to get process of a high enough quality for high end chips.
-- Translation: Yield Sucks..... We've got working chips off of UMC's Line, but the Die Yield and/or Bin Splits, and/or Line Yield, is/are too low to manufacture enough high end chips for profit...... At This Time......
Limited shipments for AMD in 2H '02 with good volumes in 2Q '03.
-- Translation: The Glorius, Motivated, Wonderful, Smart, Excellent, Fabulous, Process Engineers (sorry, couldn't resist), have identified and contained the excursions, brainstormed the problems, and we think we have the fixes. We're HOPEFULL that some, if not all, of their fixes will work. Experimental Wafer splits are starting in-line, Awaiting Data......
AMD process capabilities should significantly enhance UMC mfg competitiveness (according to analyst - did couch statement somewhat).
Jon
-- Translation: Having TWICE the number of Glorius, Motivated..... (OK OK, I'll give ya a break)..... Will certainly make the Process better, because after all, two heads are better than 1......
:-)
Semi |
