Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.39

+0.6%

1:55 PM EST

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To: Sarmad Y. Hermiz who wrote (207925)	8/8/2006 1:36:32 PM
From: Elmer Phud	Read Replies (3) of 275872

Sarmad I am not a process expert so my opinion on that subject is not as good as others might be. TWY could be a good source of info if he could keep his bitterness in check long enough to be objective. I really don't know what AMD is actually doing but I'm not as confident in their claims as others here are. I think they're very late to 65nm and scrambling to make use of what they have. For the last couple of process generations AMD has been much later than their long range schedules had claimed. It seems to get worse each generation. A 300mm wafer is cheaper per die and should yield better than a 200mm wafer, not only in absolute terms but the defect density should be lower as well. Intel started 300mm production on their 130nm process, which was in HVM on 200mm wafers at the time. I assume it was to work the bugs out on an already mature process. Wouldn't it make sense for AMD to do the same? Seeing as F36 is new and more to depreciate than F30, wouldn't it make sense to move as much production to F36 as possible, even if it was 90nm, assuming you could?

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