EricHiggin on 15 September 2020
So APU yield suddenly got terrible after 6 months? I dunno if I buy that.
Though if SNY now wanted 38 active CU's instead of 36 out of the 40 total, well now you'd have yourself some APU dies that no longer met spec.
Yeilds wouldn't be down now, they'd be down overall only because of an updated spec change.
Has SNY actually been assembling units this whole time, or only more recently? If SNY is lagging on assembly because of this, they might have to use transportation like air freight to make sure they could meet the launch plans.
