Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: Yousef who wrote (49932)	8/4/2001 11:18:34 PM
From: Dan3	Read Replies (4) of 275872

Re: SOI...could force AMD to have to price their CPUs higher than before. The cost of a wafer is about $2,000 or so. AMD can get about 350 80mm die off an 8" wafer. If SOI ups the cost of the wafer to $2,500 (a 25% increase) and cuts the yields down to 50% (a huge, huge, decrease no one is expecting) then the cost per die goes up to $14 instead of $8 per die (much closer to what the actual cost will likely be). Either way, the $4 difference isn't going to make much of a difference. The cost of packaging and testing is about the same, regardless. Intel's present cost of $20 to $25 per die for P4 is almost enough to make a real difference, and until P4 gets off expensive dual channel motherboards and Rambus memory, the sum of all costs really does make a difference - picking a P4 instead of an Athlon for a computer increases the actual raw component manufacturing costs by about $60. But the about-to-be-released DDR/SDRAM chipsets for P4 will cut that cost difference way down. Increasing the cost of an 80mm $8 die by 50% wouldn't be a very big deal. Increasing it by around 10% (the typical estimate) is just about meaningless.

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