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

To: fyodor_ who wrote (64893)	12/4/2001 1:22:18 AM
From: Mani1	Read Replies (2) \| Respond to of 275872

Fyo, 20 million or 12 million. It does not really matter since it is more than what AMD can sell. Mani

To: fyodor_ who wrote (64893)	12/4/2001 8:28:39 AM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: Ok, so let's try a somewhat more realistic estimate [12 million units per quarter] Absent grudge matches with silly Intellabees, I agree with you 100%. And that jibes very well with AMD's announced expectation of 50 million parts out of Dresden next year and a little over 30% of the market - and then the ramp to .09 should more than compensate for the larger (on a given process) die of the Hammers. Interesting that they still consider it necessary to source additional production from UMC. The useable die per wafer figure may be correct, though. 243 129mm2 areas will fit on a 200mm wafer. Edge loss takes out about 25, so the 200 good die per wafer is quite possible. Intel has long hinted at yields in that range, and two years ago AMD entered into a partnership with another company (I don't recall its name right now) to develop continuous, automated, real-time statistical analysis and process control tools for its production lines with a stated and expected goal of raising yields to close to 100%. Intel is facing the challenges of a larger die, trying to get the market to move away from X86 to Itanium at the same time the vast majority of its units are X86, ramping copper and .13 at the same time, and catching up in SOI while starting out 1 to 2 years behind everyone else.