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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
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To: etchmeister who wrote (148715)1/22/2005 12:30:05 AM
From: burn2learnRead Replies (1) of 275872
 

Since I'm looking from Capex point of view my two cents input is that they will need more equipment to realize similar output (SC versus DC); also additional layer of copper


Why an additional copper layer, where did you get that. I was trying to explain in my post earlier that the bebifit of lower DC speed parts (not agressive at poly) gives yield loss of ~1-2%, compared to SC parts on a BTQ process with ~50% loss and much less predictability since yield vs poly length is a cliff at this point. So not much impact to capacity.
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