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

To: survivin who wrote (68009)	1/17/2002 1:52:25 AM
From: Petz	Respond to of 275872

AMD showing incredible confidrnce in future products by raising CapEx in this environment. That will catch some press, for sure. Petz

To: survivin who wrote (68009)	1/17/2002 2:17:00 AM
From: ptanner	Respond to of 275872

Re: "Sanders didn't think Intel could continue its severe price cutting in Asia, and AMD this year would snap back in the region." I wonder if Intel's actions in Asia reflect Via's efforts to expand its CPU shipments? IIRC, Via's CPUs are socket compatible with Celerons (socket 370?) but do they also require any specific chipset support? -PT

To: survivin who wrote (68009)	1/17/2002 12:22:02 PM
From: semiconeng	Read Replies (1) \| Respond to of 275872

Yields in the high 90s? Sanders said AMD's investments have also allowed the firm to run its fabs "with yields in the high 90s" percentage range. --What he actually said was "Line Yield". Line Yield, and Die Yield are not the same thing. --Line Yield = How many wafers get to the end of the line, vs. how many you start. Scrapped wafers for damage, or handling, or breakage are the usual root cause. --Die Yield = How many good die per wafer you get. --Line Yield at >90% for world class fabs is nothing special. You better not be breking more than a few percent of your wafers in-line, but it says nothing about die yields, or how good the Process is. all it means is that AMD drops about 10% of it's wafers, nothing more, nothing less. Semi