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Re: The Duke of URL post# 12816

Tuesday, 08/17/2004 7:25:52 PM

Tuesday, August 17, 2004 7:25:52 PM

Post# of 151905
Or worse, they could make them, but not in a cost competitive manner. They could alway just run more wafers but the cost would substantially increase. This would esplain also why they didn't lower the price to increase demand.


Also, you might not initially have an idea of what High Volume Yields would be. What looks good for Pilot runs, does not always translate once you ramp to higher volume. Since most likely, you wouldn't find that out until Metal-1 etest, even if you started additional wafers right then, the additional starts would be weeks behind the initial runs.
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