Intel Corp (INTC)

[Elmer Phud]

Chipguy

Very interesting comments:

yield stability continues to improve in our East
Fishkill fab

Followed immediately by this line:

IBM semiconductor technology leads the industry.

These guys should be writing AMD's press releases!

As you pointed out, nowhere do they assure us that yields are at industry standard norms. Only that the stability continues to improve...

I have had the opportunity to monitor yields at a large unnamed semiconductor manufacturer and they are stable, essentially from the getgo. To have unstable yields so far into a process generation is very unsettling. This is the technology partner that AMD fans are convinced will make for an quick and easy 65nm ramp. I am not so convinced.