Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 44.06

-3.2%

Jan 12 3:59 PM EST

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To: Road Walker who wrote (130701)	3/23/2001 10:18:50 AM
From: Elmer	Read Replies (1) of 186894

Do you have any idea what percentage die cost is of total cost of goods sold? Intel always talks about it as if it is significant, wrt to implementation of .13 and 300 mm wafers That depends entirely on ASPs. Obviously for the new Xeons the die cost as a percentage of total cost is very very low. In addition Intel has truly remarkable yields on very large die(that's another discussion!). For mainstream processors the cost/ASP ratio is much larger. Can't throw out any numbers without violating non disclosure but a drop of $50 is ASPs is certainly going to be more significant than lower cost from .13u and 300mm. If Intel is successful in broadening their product line into other areas they will be shipping lots and lots of silicon that won't enjoy the same ASPs as processors do and there the cost reduction will be more significant. EP

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