EP -
Re: "The bigger the die the lower the yield in percentage. It's not an AMD thing. If you had 100 die on a wafer and 50 defects you'd see about 50% yield."
Oh, so your analysis only considers simple wafer defect density - defects in the silicon crystal lattice. I thought your analysis addressed process defects too.
I was under the impression that wafer defects were a lot less significant these days, allowing for huge dies like the Itanium 2 (at 325 mm2) and beyond. But WTFDIK......
Still, I guess Intel isn't likely to be needing many Itaniums at the current rate of sales, so their yields don't matter.