Advanced Micro Devices Inc (AMD)

[kpf]

doug

Increased BIST capabilities make more sophisticated redundancy concepts possible to improve yields. Consequently, many "black" transistors most probably are to be explained as being part of redundancy-mechanisms as well.

Looking at 300mm, 90nm, LGA-package and maximising yields by means of enhanced redundancy mechanisms, Intel is on an uncompromised cost strategy. I would not be surprised if they can drive down costs by far more than 30% which you would expect from 300mm/90nm economies alone. Could even come closer to 50% after the migration is completed next year.

By end of next year, Intels ASP could well be a two digit number - without gross margins going down at all.


K.