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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST

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To: dougSF30 who wrote (155502)4/9/2005 3:37:24 PM
From: RinkRead Replies (1) of 275872
 
Doug, No. I'm questioning your thought that yield might be for 'non SOI process'.

You wrote: Well, that initial yield data may be the non-SOI process being used for other key customers. If it is instead the 90nm SOI yield data, that's a good thing for AMD.

I wrote: why do you think there is a non-SOI process at 90nm for this new 300mm Chartered fab? (I [don't] think that is the case at all.)

You wrote: That's what I thought I'd recalled... are you saying it is non-SOI only at 65nm?

Sorry for accidentally leaving out the word "don't". Hope it's clear that I don't think Chartered has any non SOI process running in it's new 300mm fab. Not at the start of production that is. It's part of the IBM/AMD process ecosystem, so I expect it to be SOI only. Anyways, from rereading your post you sound sure there are customers that will have non SOI wafers processed by the same production line. You sound sure about this. Are you?

Regards,

Rink
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