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To: Peter Mills who wrote (52368)	4/7/1998 9:12:00 PM
From: Exciton	Read Replies (4) \| Respond to of 186894

Thread: An estimate of AMD's 0.25 micron yields If we take the information below, provided by Jerry Sanders during the conference call, and make some simplifying assumptions, it seems to me we can make a rough estimate of AMDs yields. "More than 10 percent of unit shipments were 0.25-micron devices, including our first volume shipments of 300-megahertz AMD-K6 processors. "Conversion of production wafer starts to 0.25-micron technology is progressing well, and more than half of our Fab 25 wafer starts are now on 0.25-micron technology." If wafer starts are now divided 50/50 between 0.35 and 0.25 lines and the yield problems with the 0.35 line are "fixed" as Jerry says, then: If T=total good processors shipped and X=number of 0.35 processor starts 1.4X=number of 0.25 processor starts where the 1.4 factor accounts for the smaller die size, and Yield for 0.35 micron line is 1 (unrealistic of course but we can refine this later), and Y=yield for 0.25 line Then X(1)=0.9T (for the 0.35 line) 1.4X(Y)=0.1T, (for the 0.25 line) It follows that (1.4)(0.9T)(Y)=0.1T Y=0.1/1.26=0.08 ie 8 percent yield on 0.25 line Now, this is probably a pessimistic estimate because of the uncertainty about when AMD achieved the 10/90 mix during the quarter and when the 50/50 wafer start figure became valid. Nevertheless it's a starting point.