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F
I cant give exact numbers but, no, we cannot assume yield is 70% to 80% today. But your equation is correct. you are on the right...
Monday at 10:43 PM
F
i think it's measured relatively like x%x1.07%x1.07% so roughly yield at present x (rate of improvement ) raised to power number of months.
Monday at 10:42 PM
Are you thinking more client CPU suppliers will cause higher price and less competition?
Monday at 9:35 PM
S
@hist78
Exactly: I can tell you that the yield in May 2026 was the yield (DPW) in May 2025 multiplied by 1.07^12.
After looking at...
Monday at 9:32 PM
S
I cant give exact numbers but, no, we cannot assume yield is 70% to 80% today. But your equation is correct. you are on the right...
Monday at 9:32 PM
S
100% agree
the shortage gives them the leverage to push people off of 7 (there are people on 10 too). they we can see if they can make...
Monday at 9:30 PM
B
If costs to the end user/ consumer do not come down , then how is said competition helping the masses?
Monday at 9:29 PM
Isn't it good by adding Nvidia-MediaTek to the processor supplier list for the client computing, in addition to Intel, AMD, and...
Monday at 9:23 PM
B
A big difference this time around is that Lip-Bu Tan brought in PDF Solutions to help with yield. They are experts and outside eyes...
Monday at 8:58 PM
B
As I mentioned before, to my surprise, the yield did increase 7% per month over the last year (1.07x mor3 DPW each month). The yield...
Monday at 8:57 PM
K
My view is that NVIDIA / Microsoft is trying to offer the same on Windows platform.
Monday at 8:54 PM
B
None of this will be good for consumer.
Bring it on I say.
Folk think prices are high now and services are terrible , just wait!!!
Monday at 8:18 PM
B
🤣🤣🤣🤣🤣
Microsoft really do hate their customers!!!
Looks like AI not giving the returns expected , so now is time to screw with your...
Monday at 8:17 PM
Nvidia and MediaTek are trying to strengthen themselves in the end-to-end AI revolution. If we look at some of the heavyweight players...
Monday at 8:15 PM
0.30 (initial yield) * 1.07^12 = 67.57%
0.35 (initial yield) * 1.07^12 = 78.83%
Can we assume that Intel's 18A yield has reached...
Monday at 6:40 PM
Like.
I cant give exact numbers but, no, we cannot assume yield is 70% to 80% today. But your equation is correct. you are on the right...
hist78 replied to the thread What are AI PCs that Nvidia's Jensen Huang is betting on?.Are you thinking more client CPU suppliers will cause higher price and less competition?
Xebec reacted to hist78's post in the thread Morgan Stanley reports Intel 18A yield at 50% with