Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 252.39

+0.4%

11:42 AM EST

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To: fyodor_ who wrote (123985)	6/17/2004 11:07:09 AM
From: Elmer Phud	Read Replies (3) of 275872

fyodor - It doesn't seem probable that the frequency distribution was this narrow, so unless you subscribe to the "stockpiling theory". My personal choice is that AMD has retargeted their channel lengths to get more speed. Binsplits go up but the yields go down due to the inability to reliably resolve features at those dimensions. In essence they are pushing the process beyond it's capability hence the yield loss. This is not loss due to increased defect density but it's still loss anyway. I would think this would not look like a normal distribution on the high end of the curve. I don't think the bin splits have quite come up to where AMD would want them either, considering that the newly announced models only reach 200MHz higher than the previous max (2.2GHz for the 3200+ vs 2.4GHz for the 3800+). That's a long time to be stalled in frequency. AMD's gotten everything out of this process they're going to get. They're at the end of the line and they need 90nm.

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