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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.76-0.5%Nov 14 9:30 AM EST
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To: Elmer who wrote (66236)12/25/2001 10:06:09 AM
From: Dan3Read Replies (2) of 275872
 
Re: an analysis of AMD's fab capacity and output

With 10 times AMD's capex and 5 times the FAB space, Intel is able to produce 2 to 3 times as many parts.

However bad AMD's yields may or may not be, Intel's are 1/2 to 1/3 as good. When supplies became tight this fall, it was AMD that had available capacity ready that let them pick up market share this quarter (at least, those are the reports we see from Taiwan and Europe).

Not only are Intel's yields worse than AMD's, but their low yielding FABs cost twice as much to build.
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