4DS - Anything but Charting, page-32468

  1. 5,238 Posts.
    lightbulb Created with Sketch. 9706
    agree @Cguv
    yield numbers on PL6 will most likely require improvement providing process data for any acquirer
    proving die cost per wafer is the right commercial number - if it only achieves commercial number parity on current lines and processes it will be difficult to justify on a buyer perspective - (10% or better is considered commercially viable )
    so those yield numbers are foundational to a successful market place outcome

    @Sparky68
    my take is IMEC will need to be part of the sale / partnership process as they fab the cell - atm GF run the wafer and imec lay it up - any acquirer or partner interested in the cell will need technology transfer to foundry and a demonstration run to verify process and outcome - reproducibility - and successful qualification
    if that occurs and is successful at 20nm a premium transaction is possible
    anything short of that and a premium is at risk imo


    just a few thoughts on the fly and could well be wrong - glah
 
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