Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Yousef who wrote (40685)	11/2/1998 11:13:00 PM
From: Kevin K. Spurway	Read Replies (1) of 1573954

Re: "If this is the case, Brian ... Then AMD is either having tremendous yield problems OR they are demand constrained. Which do you think it is ?? The way I see it, Brian ... AMD is either throwing away a lot of silicon or throwing away capacity/utilization." Clearly the 6000+ wafers/week represents Fab capacity (as in clean room space) but Fab 25's capacity isn't utilized because AMD doesn't have the place filled with equipment yet. Since it doesn't cost too much to maintain empty clean room space (or so I would guess) this isn't hurting AMD too much. Although obviously it would be better to buy some tools and start fabbing some of those high marhin K6-2 400 MHz chips you said AMD would never be able to manufacture. <ggg> In fact, I'm sure this is exactly what AMD is doing right now--buying equipment to completely fill Fab 25. Does that 6000+ figure "touch your sensitive spot", Yousef? Wait until wafers start rolling out of Fab 30. Kevin

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