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

To: Elmer who wrote (66448)	12/27/2001 10:00:25 PM
From: Ali Chen	Respond to of 275872

So, is it "die cost advantage", or "cost structure advantage", Elmer? Could you provide a link please, otherwise people would think that you are not overly concerned about accuracy of your statements...

To: Elmer who wrote (66448)	12/27/2001 11:42:34 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

Elmer, AMD has a defect magnet and they draw all the defects onto a single die and all the others are perfect. this is a closely guarded secret and I really should not discuss it here. Hmm :) yes, I am aware of the scatter shot effect of defect distribution. This does indeed hurt Intel more than AMD since with twice the die area they can expect half the yield. So they make a whole bunch extra and recycle the rest. I assume that both AMD and Intel have similar defect control programs and end up with about the same number of defects per square inch of wafer. Intel would have to eliminate 50% of their defects before they wrecked a die just to level the play field. In fact AMD may well have a lower defect/square inch ratio since they have newer and better FABS... Thus we have a situation where Intel has to throw more and more money at the problem and solutions get no closer. Bill