|Some commentary on yields during the analyst conference today.|
- Their pilot 200mm fab in NY has higher yields than their existing fab. We'll see how this translates to a production environment but that is certainly encouraging (or maybe just speaks to how bad Durham is).
- They currently have 10,000 human "touches/interventions" per day in their current facility. That will drop to zero in the new fab.
Lowe was clearly hearing from investors about the yields and came prepared with a couple of data points that he wanted to communicate.