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

To: Sarmad Y. Hermiz who wrote (228483)	3/20/2007 9:45:15 AM
From: combjelly	Read Replies (1) \| Respond to of 275872

"Yes they are. But are they successful in getting acceptable yield/bin ? With exception of Intel ?" Nobody releases yield information, so how do you know that even Intel is getting acceptable yield/bin? Of course, it depends on your definition of "acceptable". I personally don't want to see the question of "why does Intel have so many fabs to service the market share they have?" raised again. Many people have done the wafers per square meter per month calculations for both companies and have concluded that either Intel has substantial idle capacity or low yields and or bin splits. Other possibilities include chipsets taking more capacity than is obvious and lower wafer velocity due to strict alignment requirements. But in an environment where yields and bin splits are closely guarded secrets, it is, at best, speculation.