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


To: Elmer who wrote (76009)3/31/2002 11:25:48 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Elmer,

At .25df/mm2 AMD would be able to produce >150 good Palominos per wafer. At that rate AMD would have only used about 2200 wafers from Fab30 to produce 4.3 million Athlons in Q4. Only 44% of the fab capacity.

Ok, let's do this again:

What is AMD's defect density? How many wafers did they process to achieve the Q4 sales?

Joe



To: Elmer who wrote (76009)3/31/2002 11:38:42 PM
From: Dan3Respond to of 275872
 
Re: The term "World Class Yields" doesn't really mean anything

Judging by available wafer starts, the only information we have (and it's really, really, inadequate information, but it's all we have for both companies), AMD runs about 30% yields and Intel runs about 18%.

But I am convinced that neither company starts every theoretically possible wafer....



To: Elmer who wrote (76009)3/31/2002 11:47:06 PM
From: Mani1Read Replies (1) | Respond to of 275872
 
Re <<At .25df/mm2 AMD would be able to produce >150 good Palominos per wafer. At that rate AMD would have only used about 2200 wafers from Fab30 to produce 4.3 million Athlons in Q4. Only 44% of the fab capacity. >>

1. What about losses during dicing and packaging?
2. AMD made it clear during the CC that they did not start wafers at capacity.
3. The part could have yielded but binned too low, thus not sellable.

If defect density was all that counts, both AMD and Intel yields are far from "world class", what ever that might be.

Mani



To: Elmer who wrote (76009)4/1/2002 1:20:53 AM
From: Bill JacksonRead Replies (2) | Respond to of 275872
 
Elmer, .25df/mm2,?? that means on the average a defect on every 2x2 mm square.
Since the latest P4 is about 12x12 mm it would have 36 defects on it., but if they make 1000 there may be a few that work. This confims the low yields we have suspected Intel of having.

Bill