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Politics : Formerly About Advanced Micro Devices
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To: Kevin K. Spurway who wrote (41484)11/14/1998 12:11:00 PM
From: Elmer  Read Replies (1) of 1573758
 
Re: "Keep in mind AMD is still producing 300s and 333s, where the yield will be higher. The number the article cited was yield on the 350s."

Wafers are not tested for speed bins at sort.

Re: "The funniest thing is that you just made a detailed post on how Celeron yields of 70/wafer made GREAT MONEY for Intel:"

Yes I did and that's a good point, I'm glad you brought it up. Yield improvements affect cost by only a few dollars per die. The real profit is in ASPs where Intel has been able to sell their products at higher prices due to higher demand. A previous article talked about AMD's "die bank". A nice name for unsold inventory. If AMD had restricted capacity due to lower than desired yields, then why did they have a "die bank"? The only answer is limited demand, which kept ASPs low. Yield improvements for AMD go into the "die bank". So it appears that Intel's yield improvements do them far more good because they can ship the extra material into a supply constrained market, which keeps the ASPs high on the extra material.

Re: "As Maxwell correctly pointed out in response, that 70s number means Intel is only getting 50% yield on its 00-333 MHz parts:"

Maxwell's numbers are somewhat inaccurate. You should know by now that Maxwell makes things up.

EP
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