Tony, Re: "This was about when 0.13 would cross over 0.18 in total chips volume I assume. Q1 or Q2 sounds too early to me right off the top. Have any feel for that, or did you get it? Of course, there's always the replay."
No, it's not in my notes, but it sounds reasonable to me. Remember that Intel has already been ramping .13u from Q2 of this year. They currently have Fabs 20, D2, and 22 all making production wafers. Next quarter, Fabs 17 and D1C (300mm) will be producing wafers. Compared to Intel's 4 .18u fabs, this should be able to outproduce them by Q2.
I know that your hesitation is coming from Northwood, which is obviously going to be the majority of .13u volumes. I agree, but I think Intel is probably doing massive wafer starts right now with Northwood (remember, wafers take 6-10 weeks to go through the fab, and Northwood is supposed to launch in January). By April or May, 4-5 months later, what makes you think that Intel will have a problem producing ~15+ million .13u die? I think they should have no problem.
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