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

To: Petz who wrote (80925)	5/29/2002 10:27:13 AM
From: Elmer	Read Replies (1) \| Respond to of 275872

Elmer, AMD said they made 4.5-4.7M Athlons in Dresden using 3800 wafers per week. But undoubtedly some of those 3800 wafers were dedicated to producing a version of TBred on the 0.13u process that will never see the light of day. Whether the problem was getting 512K cache to work or some botched "enhancements" to the Palomino core, we may never know, but there were earlier leaks that TBred had two or three improvements over the Palomino, but now that scuttlebutt has disappeared. So, assuming 800 wafers/week were wasted on nonfunctional TBreds, that leaves [yada yada] I gave you a link where AMD said they were at 5000 wafers per week in early Q1 and some of that was for .13u. That gives them 1200 wafers a week for all process development and still keeps 3800 for Athlons. Intel's yields are certainly less than 70%. Anyone can see that their fab square footage, number of fabs, capital spending per year and depreciation per year are ALL more than 5X as large as AMD. Don't blame the discrepancy on "other" products. CPU revenues at AMD are actually a smaller percentage of it's total revenues than they are at Intel. It's a "defect density thingy", not a percentage thingy. And I'll ask you the same question I ask every Droid who makes this absurd claim. Please list the Intel fabs, their capacity, actual number of wafer starts and product mix. You can't. No one can but that doesn't stop you from making up this excuse for AMD's manufacturing problems. EP