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blauboad

12/05/03 11:50 PM

#19756 RE: dougSF30 #19746

About the graph

Because the X unit is volume, it might be a mistake to read the higher volume points as having occured later in time than the lower. Not so much for Hammer* because it is in the middle of an aggressive ramp, but for the older lines. That could be true if AMD were demand constrained and thus cutting down on production during some of the "times" represented in the graph.

And the other thing is that if "mature yield" were a defined term, then AMD would not reveal it. Not necessarily because they would be embarassed but for competitive reasons.

But the Y axis is clearly labeled "yield" and not "% of mature yield," so if you read the graph literally you must conlude that SOI yields are now better than bulk. If you don't read the graph literally, then you believe AMD is lying or at least deliberately misleading.

But there is one definite conclusion everyone can draw here: AMD wants investors to believe yields are good. :)


*I wonder if they threw in data from the aborted SOI-Barton