Intel Corp (INTC)

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Elmer, Re: What happened to the AMD and UMC alliance? After all, UMC has the capital the fund the development of a 300-mm fab, but AMD reportedly may have been unhappy with the arrangement. “We have heard AMD's CPU yields at UMC are as low as 10-20%,” according to analyst.

Elmer, given what you've said about yields in the past, I find that hard to believe. Using your handy die and yield calculator,

http://www.icknowledge.com/misc_technology/die_calculator.xls

I notice that a die the size of Barton (~10mm/side) would need to have a defect density of 2.0/cm^2 in order to get the yield in that range. Could it possibly be that bad? I would have figured it could be about 0.5/cm^2 for foundries. What's your comment?

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