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Politics : Formerly About Advanced Micro Devices
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To: Yougang Xiao who wrote (52680)3/16/1999 2:18:00 PM
From: RDM  Read Replies (1) of 1577025
 
The initial K7 were to be be produced at Fab 25 in .25 micron. They have said that they do not plan to do any .25 micron in Dresden(Fab 30). Once they have .18 masks they will begin trial fab in Dresden.

I do not believe that the K7 will be fully committed to in .25 microns, but rather as a development step to .18 microns. They may produce only 1 million pieces totally in .25 micron which from a fab point is not very much. This could change if there are delays in getting down to .18 microns. However, recall the case of the K6 when they could not produce the .35 micron part and the fix was to ramp the .25 micron part.

They would be foolish to commit all there fab capacity to an untried part such as the K7. It would economic ruin if the part was not immediately perfect in all ways. The K6-III requires significant Fab 25 capacity. The price is good so they probably will emphasis the use of production fab on this part until at least Q4. By Q4 the bugs will be worked out and a decent demand forecast may be made.

To directly answer, my uninformed WAG is (IMHO and all other caveats):
1. Both
2. 25,000 pieces of 500 or 550 Mhz parts ($500 ASP) for June delivery.
2b. 50,000 pieces per month for July (100,000 in August, 250,000 in Sept.)
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