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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (32701)5/16/1998 12:52:00 AM
From: Ali Chen  Read Replies (2) of 1571338
 
Elmer, <Sorry John on both points. PII is probably cheaper to produce,>
You must be very technically challenged, Elmer-Boy,
to believe in this statement.

The cost of wafer must be about the same. Same
chemicals, labor, substrate, ~$2500 - $3000 a piece,
right?

With die size 2X of those for K6, each P-II die
must be twice as expensive. Even if you assume the
P-II yield is two times higher, the cost of dies
should be the same at most. If you think more
realistically, say, AMD has >50%, you cannot get
>100% for P-II, and the 2X-yield assumption looks
as an apparent overestimation. Therefore, even
at this point the P-II is not cheaper than K6.

Now go to packaging. Again, the cost must be comparable:
substrate, wire bonds or flip-chip, no big difference.

Now make a 12-layers PCB. Solder 140 add-on components,
on both sides, 5 pieces of cache, thermal plate,
precision pins, spring holders, four plastic pieces...

If you think that all this reduces the P-II cost,
I rest my arguments.
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