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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST
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To: fingolfen who wrote (140297)7/27/2001 6:07:25 PM
From: dale_laroy  Read Replies (2) of 186894
 
>That means AMD won't be able to command a high ASP for them, which means AMD will be in serious stuff as their 0.13 micron SOI and/or isotopically pure Si process will result in a damn high cost per wafer.<

Potentially, isotopically pure Si could add so little to the wafer cost that increased cost could be made up for by increased yield. With SOI the situation is the opposite, since SOI will both increase cost per wafer and decrease yield. My best estimate is that Clawhammer and Northwood will be roughly the same cost per processor to produce using 200mm wafers, but Northwood will initially cost more on 300mm wafers, then less on 300mm wafers by Q2 2003.
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