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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Time Traveler who wrote (34216)	7/10/1998 3:06:00 PM
From: Petz	Read Replies (1) \| Respond to of 1570977

TimeT, THE YIELD ON THE K6-2 IS VERY GOOD, maybe not "excellent" by Intel standards (70%), but very good. re:product mix, yield for q3. The conf call gave various %'s and numbers that weren't in the public statements. The production mix numbers I gave (https://www.siliconinvestor.com/readmsg.aspx?msgid=5145746) are probably accurate within 5%. Clearly the majority of output in Q2 was on 0.35æ (1,500K out of 2,670K) and the average die size in Q3 will fall from 123+-3 to 77mm. You say Have you noticed both K6 and K6-2 at 0.25um have even more aggressive design rule than K6 at 0.35um? That means the yield of 0.25um is even worse than 0.35um. 1. The poor yield on 0.35 had nothing to do with aggressive design rule 2. Jerry estimated 2000K to 2500K units for Q2, an increase of 500-1000K. Actually 2670K were sold, and increase of 1170K. The only rational explanation for exceeding the target is that 0.25æ yields were higher than anticipated. COSTS were LOWER than anticipated, this may be because less wafers were used than expected. Jerry is being very conservative estimating Q3 increase at 43-85% of Q2. 3. AMD said in cc that they basically don't need IBM production in Q3 4. I'm not predicting 4.3M, unless AMD gets some additional Tier 1's Petz