Re: do you or anyone else knows the wafer capacity of intel's cpu production
That's a pretty well kept secret.
We do know that they spent $6,200 Million on wafer capacity in the first 9 months of the year, and planned to spend an additional $1,300 Million in Q4.
AMD spent $542 Million in the first 9 months, and planned to spend $258 Million in Q4. The 75 to 8 ratio in spending on wafer FAB plant and Equipment has held steady for the two companies for about 2 years, now, so it is reasonable to expect that Intel can start about 9 times as many wafers as AMD each week (either that, or Intel pays more for similar equipment, despite being able to order in quantities 9+ times as large as AMD). So, unless Intel's procurement people are idiots, Intel has about 9 times the capacity of AMD.
10% to 15% of Intel's capacity would be needed for flash (going by the size of FASL), and perhaps 10% to 15% for chipsets and com (that may be high, since Intel can reuse old CPU fabrication equipment for some of those processes), so Intel probably can start about 6 times as many 8" CPU wafers as AMD, maybe a little more if they get better deals on equipment for ordering 9 times as much of it. |
