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

To: dr_elis who wrote (254810)	7/25/2008 11:29:29 AM
From: Elmer Phud	Read Replies (2) \| Respond to of 275872

How refreshing that someone is willing to discuss rather than argue! I think it is wrong to say that Intel gets less good die per cleanroom area than AMD does for several reasons. Die sizes don't compare so no equivalency can be established. Atom is so small that even at elevated defect densities(DD) they will yield ~40X the number of good die per wafer as Barcelona does, so the fab output in terms of good die will be highly skewed in Intel's favor regardless of yield as defined by DD. AMD has published DD numbers in the range of 0.5d/cm2, quite poor by industry standards, while Intel claims world class yields, generally considered <0.25d/cm2. Intel has high credibility at this point so it is not unreasonable to believe Intel's claims. AMD must make use of a "cripple core" product line to salvage some of their Barcelona fallout. Intel has no such die recovery flow for core logic and has indicated they plan none for their 4-core Nehalem. That would indicate a high level of confidence in their ability to yield. Intel's Penryn is quite small so again relative output should be high even if all other things were equal. Intel has made great strides in reducing fab TPT so I think all these factors support the view that Intel's fab output, in terms of good die per clean room area, does not suffer in comparison to AMD's.