Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Process Boy who wrote (55887)	4/19/1999 8:58:00 PM
From: RDM	Read Replies (1) \| Respond to of 1577883

< does AMD have any incentive to push K63 > Jerry said $10,000 per wafer is all he asks. The K6-III in .25 microns with the initial yields did not provide $10,000 per wafer is my take on this. I have alway believe the K6-III was for 500 MHZ and higher and for .18 micron mass production with only trial and shakedown at .25 micron. It seems on course for high volume in Q4.

To: Process Boy who wrote (55887)	4/19/1999 10:03:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1577883

PB, Re: KIII incentive. There is a very clear incentive - its called margin. They can probably get $150/chip in high volume OEM prices on average for the KIII 400/450 combo. And frankly unless there is a design "screw up" the yields should be almost as good as K6-2. Remember the size increase is due to cache and they can fix for defects thru redundancy. So even if their die cost increases from $30 to $50 the ASP increase is more like a $75 increase. Or k6-III's should be at 50% margin. In addition as they "jacked up the voltage for the K6-III 400 vs K6-2 400 the speed sweet spot should be above 400Mhz. So this inability to yield K6-III's is very worrying frankly. It certainly doesn't give much confidence in their ability to yield die that are 2x the die size of the k6-2 such as K7 at 180mm2. The only thing I can think of was the yield problem on K6's has thrown the production off. But with the fix by mid feb means they should have loaded K6-III's by early march. SO these should be coming out by early May. If the k6-III availibilty doesn't change dramatically by mid may I would suspect major additional problems. Regards, Kash Johal