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Technology Stocks : Intel Corporation (INTC)
INTC 50.70+5.0%2:46 PM EST
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To: Paul Engel who wrote (119298)11/26/2000 11:13:26 PM
From: Dan3  Read Replies (3) of 186894
 
Re: Don't forget your 8 subsequent posts TRUMPETING the rapid introduction of the AMD 0.13 micron process

I stand behind those posts. AMD may delay putting its .13 process in to volume production, but that doesn't mean it doesn't have one that could be implemented quickly. Nor does it mean that AMD didn't begin ramping its .13 FAB months ahead of Intel. It does mean that they see no point in pushing that transition - their .18 process is very successful and enables them to compete with anything Intel has.

Right now AMD is production constrained, especially at Dresden, and since there is no need to take any risks in shifting any production capacity to .13 they won't do it yet.

From statements they've made, I've postulated that their yields on .13 aren't as good as they expect to have after they've tuned their cleaning and polishing process. When P4 was looking scary, AMD was ready to rush into .13 even though it was not fully developed and their yields would likely have been much lower than with .18. But P4 came in below expectations, and with Intel providing no serious competition, why should AMD risk pushing an immature process? That's what got Intel into trouble, isn't it?

AMD is sitting pretty in terms of process right now, with very high yields on a copper .18 process. They'll push that process later this summer when they have more capacity in place and there is a chance that Intel could provide some competition.

It's also possible that .13 without SOI (that's AMD's current process and Intel's only process) doesn't provide much of an advantage. With .13 looking unnecessary near term, AMD is going straight to SOI.

Dan
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