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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 256.40+2.5%3:57 PM EST

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To: dougSF30 who wrote (217301)11/21/2006 3:21:42 PM
From: jspeedRead Replies (3) of 275872
 
Well, there was this on Intel yields ...

translate.google.com

IDF: Yield and manufacturing costs of core 2
Business unit boss Pat Gelsinger spoke of a breakdown - and tore the presented paper up, which as appendix hand outs to the Enterprise press Briefing on Intel the Developer forum was attached. Of Intel PR-department strove however to play down it as the publication of hypothetical numbers. As also is: In the paper Intel in cent and dollar gave in detail over the fact information why “more genuinly” a monolithic Quad core would come more expensively than a multi-chip module (MCP) and like it with the yield (Yield rate) behaves. For the first time in the history of its enterprise launched Intel thereby Yield of advice and manufacturing costs of processors. Helvetica, sans-serif,Announcement



One experiences that to a 300-mm-Wafer about 320 good Conroe/Woodcrest chips are allotted, which can be combined to 160 Quad cores - which corresponds to a Yield rate of roughly 75 per cent. After the experience the error probability rises exponenziell with the the size. Like that this is to count with a monolithic Quad core only with 130 recovers (23 per cent of less yield). With all manufacturing costs, projected on the fourth quarter 2007, a difference of 79,86 US Dollar results opposite 71.10 dollar, therefore about 12 per cent. Reason of enough for Intel to remain first with two chips in the housing. That will remain in such a way obviously also with the first chips for next year of the planned 45-nm-Generation. Only later chips such as Yorkfield are to then unite all four cores on a chip.

Clovertown interpolated forecast for 4Q07 if monolithically for 4Q07
Those $29,37 $36,13
Package $21,02 $21,02
Assembly $1,39 $1,39
Test $3,62 $3,62
Mfg Overhead $7,62 $8,56
Core Yield loss $8,08 $9,14
Totally Cost $71,1 $79,85
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