Advanced Micro Devices Inc (AMD)

[jhalada]

doug,

I have to agree with chipguy on this one. You can make the curve in AMD graph arbitrarily steep by slowing down the ramp of wafer starts. One information you can take out of the graph is that the slow ramp enabled AMD not to waste too many wavers while the process was low yielding.

Also, since the "mature yield" is in the eye of the beholder, we don't really know what it is and how it compares to Athlon. Does the "mature yield" correct for the difference in the die size? We don't know. If the number is an absolute threshold of % good die, than the news is very good. If the "mature yield" is not a % of good die, but something that takes die size into consideration, and is more related to defect density, then we don't really know much from it.

Joe