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Technology Stocks : AMD:News, Press Releases and Information Only!
AMD 216.84+1.3%10:25 AM EST

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To: Paul Engel who wrote (4122)2/1/1998 1:03:00 AM
From: Robert Walter  Read Replies (1) of 6843
 
Paul,

RE:500 wafer outs over 8 weeks produces 4000 wafers. IF 10,000 good die were ultimately shipped, AMD must be running 3 1/8 net good die per wafer in their DEVELOPMENT FAB.

IF I remember correctly I read a brokerage report just after the earnings conferences call that stated yields at the SMDC were in the 30-40% range on 0.25. Ashok Kumar comments on the 1% yeilds were in reference to Fab 25 not SMDC. Since only AMD knows the real number of wafer starts and yeild at SMDC it is rather senceless to guess with these projections. According to the report the problem lies in that the SMDC has different equipment than Fab 25. AMD was expecting even higher yeilds at Fab 25 because all of the 0.25 wafer starts being done there are on brand new equipment which is more modern than the equipment at SMDC. SMDC obviously had to purchase there equipment back some time in 1996 or earlier for its 0.25 wafer production. AMD has been producing 0.25 wafers at SMDC since Febuary/March 1997. I posted a URL relating this last year in late Febuary or early March if you want to go look for it.

Robert

PS, Here is the exact qoute and the URL.
Good idea, but according to Loewenbaum & Co.
chip analyst Ashok Kumar, the current yield on
the 0.25 micron at Fab 25 is an alarmingly low
1%.

forbes.com
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