SI
SI
discoversearch

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: Petz who wrote (207525)8/3/2006 9:28:49 PM
From: cruzbayRespond to of 275872
 
Petz, "this implies that the cost per Conroe is about $150":

I remember one reason given by Intel for declining GM's going forward was the shift toward making more of the "new, more expensive chips", supporting your contention that the new guys are costly. I forget the area comparison, but yield is the other (more obvious) reason. I suspect that when Intel caught on to AMD's volume ramp and account expansion, they pulled the new architecture in (which they certainly did), straining the yields below what they would have been had they had the luxury of time. At anything like your high cost estimate, the story behind the sluggish ramp may well be that any faster would be GM suicide.



To: Petz who wrote (207525)8/3/2006 9:45:02 PM
From: Elmer PhudRespond to of 275872
 
This is not so outrageous when you realize that yields start out low.

Not true. If the process is already in HVM then there is no reason why a new product would yield lower than extected compared to other products already in production. Keep in mind that the new product is almost certainly on more than 1 mask revision when it's qualified for production. Defect density determins yield and it doesn't know which product is running or how many wafers have already been produced.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News