InvestorsHub Logo
Followers 24
Posts 15456
Boards Moderated 0
Alias Born 12/30/2001

Re: SilentBob post# 12196

Thursday, 08/28/2003 5:01:14 PM

Thursday, August 28, 2003 5:01:14 PM

Post# of 97868
SilentBob -

At least one poster has claimed AMD's yields are extremely poor based on supposedly obvious "facts" with no hue and cry from a certain group of posters. Funny how Intel's yields are now incalculable using those same "facts". LOL

I don't remember anyone stating for a fact that AMD's yields are poor although I believe they are and I think I've made a pretty good case for it. In AMD's case they have a single Fab with known capacity. We know the die sizes and we can predict the potential output from AMD's Fab assuming industry standard yield. What we have seen in the recent past was that AMD never was able to sell more than about half their theoretical capacity, even in times of high demand. Several attempts have been made to explain this without involving poor yields but they are quite contrived and I am of opinion the poor fab output combined with several factors is much more easily explained by poor yields brought on not by high defect density but the need to push performance to the raged edge of their processes capability, just to compete.

As for Intel, nobody here seems to be able to list their fabs, their capacity in wafer starts per week, the processes they run, all the products they produce, their die sizes or the volumes of each. Yet you see the 2 as equivalent. I think there's a big difference and I'm sorry you can't see it.



Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent AMD News