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Technology Stocks : Intel Corporation (INTC)
INTC 36.16-0.5%Dec 24 9:30 AM EST
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To: AK2004 who wrote (146488)10/31/2001 3:39:32 PM
From: fingolfen  Read Replies (1) of 186894
 
would that help

You still haven't given me a link to a real analyst report stating those expectations. I have one quote from an alleged analyst report. I then have a lot of assumptions which, if you know anything about semiconductor fabrication cycles, are not warranted.

Again, give me some facts, not supposition.

Per wafer 0.13 micron is more expensive than 0.18 micron today. Just as at introduction 0.18 micron was more expensive than 0.25. A process will become cheaper as time goes on. 0.18 micron is cheaper today than it was two years ago. So you're not going to get a lot of cost reduction by simply moving from one technology generation to the next assuming equivalent die size. If you utilize the new technology to enable larger die sizes (which always happens), then you further eat up the cost benefit of moving to a smaller technology. That's fine, because the "new" technology is always going to have the cutting edge gadgets which command the highest price points. Gross margins are still acceptable.

Moving to 300mm at the same node is independent of cost reduction associated with changing technology. For the same die at the same process node, a die from a 300mm wafer is cheaper to manufacture than a die from a 200mm wafer. This is the 30% that Intel has been talking about.

Again, post links to these alleged "analyst reports" so I can verify your claims.
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