Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: steve harris who wrote (107479)	8/13/2000 4:56:48 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "Is FAB30 running 100% now? That's news to me. AMD was hoping for 50% by end of Q4 I think." With over 3 1/2 years it should be at full capacity by now but let's give AMD the benefit of the doubt and say F30 dedicates only 1000 wafers per week to K7s and F25 dedicates only 3000. Total 4000 wafers per week. 3.6 Million / 13weeks = ~275K good K7s per week. 95% backend yield = ~290K good die per week. 290K/4000wafers = 72.5 good die per wafer. Like I said, AMD's yields suck big time. EP

To: steve harris who wrote (107479)	8/14/2000 1:15:22 PM
From: Tenchusatsu	Respond to of 186894

Steve, <Is FAB30 running 100% now? That's news to me. AMD was hoping for 50% by end of Q4 I think.> Weren't the 'droids hounding Process Boy many months back for his assertion that Intel couldn't ramp up the 0.18u process to 100% instantly? They virtually ignored his argument as they presented "mathematical" proof that Intel's Coppermine yields were awful. Now that AMD is showing that they too can't ramp up a fab "instantly" (Hint: No one can), I couldn't help but remember what the 'droids used to say to PB. Seems like he was right after all. Tenchusatsu