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

To: Yousef who wrote (45205)	1/8/1999 7:36:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1572099

Yousef, Re: Discuss AMD yields. Sure, be happy to: They will have shipped what approx 12-13M pcs in 98. That works out to 120-130 Good die per wafer for the year. We know yields were bad and got a lot better. So by end of 98 they may have been yielding in the 160 DPW range. I figure they get approx 250 gross die per wafer so yields are currently running in the 60-70% range. As they ramp up Fab 25 to say 200K wafers/yr that gives them capacity for 25M K6 equivalents. Obviously with SupeFab 30 they potentially have double the K6-2capacity again. (assuming Fab 30 is 50% facilitated but die size reduces by factor of 2x going to 0.18 micron). So they may have roughly capacity for 50M K6-2 equivalents in 99. So as the Sharpy die size is 50% bigger, I would expect worst case yields to drop in half. So 25M CPU's of K-3 complexity look reasonable and that fits AMD's guidance on projected volumes for 99. Clearly, there will be a mix of k6-2, K-3's and some K-7's in 99 and even if ASP's average $100 that works out to $2.5Bn in sales for 99 which leads to approx $3.5-4Bn overall for AMD ( which is what Jerry outlined as target for FY 99). Regards, Kash