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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.19+2.8%3:59 PM EST

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To: pompsander who wrote (18173)4/2/1999 6:47:00 PM
From: Tony Viola  Read Replies (1) of 93625
 
P, when they speak of "low Yields" by the dram makers, what exactly does this
mean?


Yield means how many good ones a chip company gets when it runs a batch (actually a wafer, or wafers) of chips. It's expressed in percent, and 100% is the best you can get (of course). I can't speak for what percentage yields the DRAM makers get, but I can guess. I do know that Intel and IBM, who are pretty well accepted as the best in the world at making chips, get 70 - 80%, (I'll put in a +/-3% or so confidence factor like the political poll people do) on matured products where they've gotten all the process bugs out. Low yields could imply as low as 10 or 20% (actually can be zero), up to 30 or 40%. I would guess that they are getting as low as 10 - 20%, or worse, based on the context in which the article stated it.

DRAM companies probably get the 70 - 80%, +/-, like Intel and IBM, when things are right.

Tony
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