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Politics : Formerly About Advanced Micro Devices

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To: Shane Geary who wrote (59837)5/27/1999 2:52:00 PM
From: Cirruslvr  Read Replies (1) of 1573922
 
Shane - RE: "By my (well, by a Nikon stepper's) calculations, about 140-150 die per wafer."

Thanks for the calculation.

So if AMD gets yields of 40% (is that number OK for AMD with a "new-core" processor by the end of the year?), they get 56 K7s per wafer.

At a realistic ASP of $350 per chip until the end of the year, that leads to $19,600 per wafer, or $235.2 Mil from 672,000 chips coming from 1K wafers per week in a 12 week Q. I wouldn't expect these numbers until Q4. The numbers may even be worse because they have to go from .25 to .18.
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