SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dan3 who wrote (89403)1/25/2000 1:40:00 PM
From: kash johal  Read Replies (2) of 1582695
 
Dan3,

Re:"intels ramp"

I suspect there is much truth in what you say.

I guess none of us appreciated that Intel is perhaps using a radically different 0.18 process from its 0.25 with some changeover in equipment.

I guess they went from 4-5 0.25 fab running at 80% or so capacity in mid year to running 100% capacity utilization with a mix of 0.25/0.18. But as equipment was being changed/qualified it is likely that overall wafer start capacity DECLINED during the changeover.

And as Intel ramps up the ramp, I suspect that by mid 2000 they will be essentially migrated to 0.18 - in terms of available product. Mp point is that as wafer sizes decline and yields improve it takes approx 50% of the wafer starts that it took with 0.25.

So intel is likely to be in somewhat of a crunch till mid year. And with spitfires on their way with a likely $100 ASP this will put severe pressure on Celeron/PIII 0.25 micron products/prices/margins in Q2.

regards,

Kash
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News