Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 219.83

+1.1%

Dec 1 3:59 PM EST

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To: milan0 who wrote (63377)	11/11/2001 3:08:43 AM
From: Petz	Read Replies (2) of 275872

If average die sizes stay around the 100 mm level, plus or minus, I wonder how beneficial 12" wafers are. With over 200 useable CPU's per wafer at typical yields, the total silicon cost per CPU is less than $13. Switching to 12" wafers might reduce that to $8, big deal. The silicon cost difference becomes even less for the sizes mentioned for Clawhammer. The only situation where 12" makes sense is 1) if you need to build a new fab anyway OR 2) your existing fabs will not provide sufficient capacity. What about depreciation costs? I think the additional costs of equipement to swithch over to 12" would eliminate the advantage of the same fab being able to produce more CPU's. So higher depreciation costs get divided by more CPU's, so there is no cost advantage. Plus, in the case of Intel, they probably will consider developing a new process on 12" wafers too risky. So they will have to spend first to go to 0.10 geometry and then spend again to redevelop the same process using 12" wafers. Petz

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