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

To: Joe NYC who wrote (78401)	4/25/2002 8:17:24 PM
From: wanna_bmw	Read Replies (3) \| Respond to of 275872

Joe, Re: "Another slide titled Fab 30 technology migration says that AMD got 50,000 wafers out of Fab 30, or 3846 wpw." So given the 4.5M Athlons that AMD produced that quarter out of Dresden, that means that they were able to get 4500/50 = 90 good die per wafer. Everybody was right. Those "world class yields" are mind blowing.... <G> Re: "It should remain the same until about Q4 2002, when it increases to 60,000 wafers per quarter, or 4615 wafers per week." On the bright side, since yield is about 44% on the Palomino (90/206 die/wafer), then we can estimate slightly better yield on .13u (smaller die, say 50%), which is 170 good die per wafer. 60,000 wafers with 170 good die per wafer could produce 10.2M die that quarter. And that's not counting UMC. wbmw