Advanced Micro Devices Inc (AMD)

[Elmer Phud]

10s of thousands of A64s

Ok, I did a little figuring. AMD says they hope to ship 10s of thousands of A64s in Q4. Let's give AMD the extreme benefit of the doubt and assume they really mean 99,999 and let's assume they only have 10% of their fab available for the most important launch in their history (the rest of the fab is being used for process development and conversion to 90nm like our AMD apologists always tell us), how do the numbers stack up?

First I must presume A64 is already in production, after all, AMD has their SOI yields worked out and my questioning it's manufacturability is pure bull, right? Therefore:

5500 WSPW /10 = 550 WSPW.

550 WSPW X 13 weeks = 7150 wafers.

99,999 / 7150 wafers = 14 die per wafer.

This is absolutely disasterous and any more wafer starts dedicated to A64 would only make the numbers worse.

My questions of manufacturability couldn't possibly be true so it must be a strongarm tactic on Intel's part. Intel is threatening those wafers! What else could it possibly be???