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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: ptanner who wrote (49956)	8/5/2001 4:05:07 PM
From: Paul Engel	Read Replies (2) \| Respond to of 275872

This is what he said: ". AMD can get about 350 80mm die off an 8" wafer. If SOI ups the cost of the wafer to $2,500 (a 25% increase) and cuts the yields down to 50% (a huge, huge, decrease no one is expecting) then the cost per die goes up to $14 instead of $8 per die (much closer to what the actual cost will likely be). Either way, the $4 difference isn't going to make much of a difference. The cost of packaging and testing is about the same, regardless. " Do the math - 50% reduction is 175 die/wafer and 2500/175 us PRECISLEY $14+ - his EXACT NUMBER. Ergo, Dan3 was stating - INITIALLY - that AMD can get 350 GOOD DIE/Wafer (non-SOI) - PERIOD - another TOTALLY RIDICULOUS and INACCURATE statement by that guy.

To: ptanner who wrote (49956)	8/5/2001 4:10:10 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "Does SOI also potentially slow down the production rate or do they use a longer fab "pipeline" so it just increases "latency" (start to finish time)? " As originally described by IBM - and surely things have improved since then - , IBM claimed they were using an oxygen implanter with a throughput of about 1 wafer per 20 hours !!! Now, if things have improved an order of magnitude since then, an implant rate of 1 wafer per 2 Hours - may now be feasible. You can extrapolate further improvements - but clearly, a LARGE NUMBER of imnplanters will be required to keep up with - say - 5000 wafers/week