InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
Subscribe Login/Register
S&P 500
5,303.27
(
0.12%
)
US TECH 100
18,062.00
(
-0.10%
)
Dow Jones
40,003.59
(
0.34%
)
Brent Oil
83.76
(
0.00%
)
Bitcoin
66,974.00
(
0.05%
)
Post# of 97493
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Replies (2) Keep Next 10 Report Keyboard Shortcuts
Replies (2) Next 10 Prev Next

kpf

Send PM Follow Ignore
Followers 5
Posts 2509
Boards Moderated 0
Alias Born 03/06/2003

kpf

Re: sgolds post# 40088

Friday, 07/16/2004 7:05:27 PM

Friday, July 16, 2004 7:05:27 PM

Post# of 97493
sgolds

Now, about crossover of wafer starts, this doesn't really tell us a lot, does it?

I think it does indeed:

Hector was very specific the day before yesterday about 90nm.
First Volume waferstarts in May.
Crossover (in terms of waferstarts) K8/K7 Summer 05.
Conversion completed by end of 05 (except for some waferstarts e.g. for GeodeNX continuing for quite a while).

As mas elaborated, 130/90nm SoI migration is just an issue of yields, assuming 130nm-products remain competitive for next year.

In essence, from the information given you might be able to model 90nm-yield versus 130nm yield curves as AMD sees it currently.

K.

p.s: In my model, delaying waferstart-crossover really did not make any significant difference. I think this applies for the analyst models as well, they would have kicked on the topic otherwise.






Facts are irrelevant to the emotional brain

Public Reply Private Reply New Post
Keep Last Read
Replies (2) Keep Last Read Next 10 Report Keyboard Shortcuts
Replies (2) Next 10 Prev Next
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Detailed Quote
Recent AMD News
More AMD News
InvestorsHub NewsWire

Greenlite Ventures Inks Deal to Acquire No Limit Technology • GRNL • May 17, 2024 3:00 PM

Music Licensing, Inc. (OTC: SONG) Subsidiary Pro Music Rights Secures Final Judgment of $114,081.30 USD, Demonstrating Strength of Licensing Agreements • SONG • May 17, 2024 11:00 AM

VPR Brands (VPRB) Reports First Quarter 2024 Financial Results • VPRB • May 17, 2024 8:04 AM

ILUS Provides a First Quarter Filing Update • ILUS • May 16, 2024 11:26 AM

Cannabix Technologies and Omega Laboratories Inc. enter Strategic Partnership to Commercialize Marijuana Breathalyzer Technology • BLO • May 16, 2024 8:13 AM

Avant Technologies to Revolutionize Data Center Management with Proprietary AI Software Platform • AVAI • May 16, 2024 8:00 AM

Start posting your company's news
Only $200 per official company press release!