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

To: jlh682 who wrote (118324)	4/4/2004 10:26:39 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

jih682 - Even if it is, the ratio of die sizes will be much, much better than the current 192 to 102. Actually I think it's 193 to 112, but I quibble. It's not just the die size so much as the yield, possibly as a function of defect density. Maybe something else? I won't comment on Intel's yields but I think AMD's are rather poor by most standards. I base that on the fact that AMD's hasn't shipped nearly what their fab is capable of for a few years now. It could also be simply poor demand but it has to be one or the other. That fab is capable of much more than what AMD ships, assume world class yields. Process development could account for some of the capacity loss but not nearly enough to explain the shortfall.