Intel Corp (INTC)

[Yousef]

Elmer,

Re: "I think AMD can scrap their own wafers cheaper than they can scrap UMC's. Does AMD
buy wafers or good die?"

I suspect that AMD buys wafers ... Otherwise, UMC would have to have the test
capability. UMC wouldn't allow AMD to tell them the number of good die per
wafer. However, I imagine that AMD does have a "yield agreement" with UMC
that AMD would get financial compensation on wafer price if yield is low.

Make It So,
Yousef