Originally posted by: Viditor
An absolutely excellent post pm!!!
There's a lot of stuff there, and I thank you...and now for the inevitable "but"...
1. On yields...obviously "poor" and "mature" are not percentages or costs... AMD has stated that their definition of "mature" for a new node is to have yields at least equivalent to the outgoing node. Companies don't disclose their yields, but analysts have calculated that AMD must have hit at least 85%+ on their current 90nm process (this is an average, because as you point out, it's quite reliant on the speed bins). The way they did this was easier than it would be for Intel...AMD sold out of their inventory. The calculation was 85%+ because that was the number required to actually deliver the number of chips they sold...(I'm not sure how many people know yields, but 85% is astoundingly high...70-80% is considered excellent)
Now here is the "wriggle room" for both companies...you can express yield as either a
percentage of *dice/wafer, or the
number of *dice/wafer...
Since Presler (for example) is 32% smaller than Smithfield, if you produced Smithfield at 75% yields you would only need Presler at 51% yields to be an equivalent number of dice/wafer. My
guess is that the 65nm node is producing near the 35-50% yield range (slightly higher than what was achieved with Prescott at launch and close to a mature yield based on number of dice/wafer). Remember that this is a guess (based on volume offerings)...I'm sure that pm could tell us quite accurately, if he didn't mind getting both fired and sued.

Whatever it is though, I am quite confident that the
percentage yield of the 65nm node is nowhere near the percentage yield of the 90nm node...yet.
2. Ion/Ioff - another excellent point sir...one of the things I've noted in the recent articles on AMD/IBMs new strained silicon process is that they now are using embedded SiGe with a dual stress liner on SOI. I don't know if you can say, but is this part of Intel's plans on 45nm?
*by dice I mean candidate dice