Replies to post #22356 on Advanced Micro Devices Inc (AMD)

[SemiconEng]

Whenever you post that a certain semiconductor company has certain manufacturing problems, this is not informative unless to try to make any quantitative analisys of those problems. This is not nesessary to be revenue predictions, that can be wafer starts or yields estimates, or whatever is helpful for others. There is no company that do not dump dices into trash can. Constantly pointing us to the fact that the company does that is just trolling.


So, let's take your points individually....

Whenever you post that a certain semiconductor company has certain manufacturing problems, this is not informative unless to try to make any quantitative analisys of those problems.


Go back and look again, I was posting what Smith Barney said, and I "quantified" it with a bunch of "If's" "Maybe's" and "Could be's". That's speculation. It has been argued several times by AMD fans, that speculation is permitted here, even encouraged. It sounds like you're stating that negative speculation is only OK here if it is negative about intel, otherwise, if it's AMD, it's only OK if you can quantify it. I'm sure you're not saying that, are you?


This is not nesessary to be revenue predictions, that can be wafer starts or yields estimates, or whatever is helpful for others.


So, I can only post here, if my comments are helpful for others? Is that what you're saying? If so, can I expect the same admonisment from you, when AMD fans post messages that are not deemed to be "helpfull for others"? I'll be looking for those posts from you. Thanks for clarifying your position.


There is no company that do not dump dices into trash can. Constantly pointing us to the fact that the company does that is just trolling.


So, technically, you're incorrect. Bad die get recycled, not dumped into the trash, and that suggestion was initially made by Mysef, and it's not the first time..... or the 10th time Steve has said it here and on SI. Can I expect you to now post the same "trolling" admonisment to his post? Because I notice you didn't do that...... Yet.

http://www.investorshub.com/boards/read_msg.asp?message_id=2084755


Semi

[SemiconEng]

Whenever you post that a certain semiconductor company has certain manufacturing problems, this is not informative unless to try to make any quantitative analisys of those problems. This is not nesessary to be revenue predictions, that can be wafer starts or yields estimates, or whatever is helpful for others. There is no company that do not dump dices into trash can. Constantly pointing us to the fact that the company does that is just trolling.


But since you ask so nicely, I'm pretty sure I know what's wrong with the SOI Process. I've never worked with SOI, so this is..... speculation (just in case people thought otherwise). From what I've heard, the biggest issue with SOI is the Deposition of the Insulator. There appears to be uniformity issues across the wafer surface, and non-uniformity of insulation materials usually plays havock with Speed and Yield, which is compounded if you are depping the same type insulator on multiple layers. But without seeing the data, or running some Diffusion Experiments, and skewing the process gas flows, pressure, and applied heat, I can't say what it would take to fix it. For AMD's sake, if it's not yet fixed, they better get it done soon.

Semi