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

To: Elmer who wrote (66237)	12/25/2001 2:04:24 AM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Dear Elmer: After running the same calculations on Intel's wafer making capacities, Intel must have less than 30% of AMD's yields. AMD has 5000WPW from Dresden and makes at least 4 million CPUs per quarter from that. 4,000,000/(5,00013) = 61.5 good die per wafer (assuming that Dresden was at full capacity last Q something even AMD claims is not true, so this number is worst case). 61.5128mm2 = 7872mm2 per wafer of 31415mm2 or about a minimum yield of 25%. Intel has 5 fabs of 10000WPW average making P4s of not more than 7 million last Q. 7,000,000/(10,000513) = 10.8 good die per wafer (and Intel was at full capacity or so they say). 10.8*217mm2 = 2337mm2 per wafer of 31415mm2 or about a yield of 7.4% or 3.36 times lower than AMD's. You should take your own medicine and see that Intel should be taken to task for their lousy yields (when you look at the results whether it is a manufacturing problem or a bin split problem does not matter (except to the process people who do not like that they were in any way at fault (the lousy design versus bad process arguments that must occur all the time between design and manufacturing))). Intel has said its capacity constrained. Look they used to be able to put out 20+ million P3s with no problems without a $7 billion capital spending spree. Of course it could be a bin split problem where most of the P4s do not make it into even the 1.3GHz speed bin and have to be dumped into the waste bin. But the definition of yields as you and I seem to be using, that unsalability is also included as a yield reducer. Pete