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

To: Shane Geary who wrote (52696)	3/16/1999 4:36:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1577025

Shane, Re: "No, far more important is how they plan to ramp Dresden, and on which process. Are they transferring a process running in volume elsewhere? If so, is the part they are making (K7) also running in volume on this process. If the answers to the above questions is no, then AMD will be ramping a fab with an untested design on a new process - asking for trouble." I tend to agree with you. I think the problem with Dresden is that it is a cu only fab. They will only run the K7 there- a brand new design. There is no production anywhere within AMD on cu as far as I know. So they likely will shoot themselves again as it's a new design, new fab, new process etc. I am mystified why the K-3 is not being run at dresden. On 0.18 it should be 60-70mm2 in size and should yield very well at high speeds. They were supposed to run first wafer lots in November/December and SRAM test circuits had been run per Jan conf. call. I don't see why it will take them 1 year to ramp up unless they are having design/process/yield problems. Even 5K wafers/month or 1/4 of the capacity should yield over 1m pcs/qtr. So who knows what is really going on. Regards, Kash