Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

Jan 12 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Rink who wrote (148771)	1/23/2005 6:41:48 PM
From: Elmer Phud	Read Replies (2) of 275872

Rink Here's a little diddling I've done with the numbers. Fab cost: $2.5Billion Depreciation period: 5 years Wafer capacity per week* 7.5K x 52weeks x 5 years: 1,950K wafers Depreciation : ~$1282 per wafer P4 yield* : ~425 GDPW Depreciation per CPU ~$3.00 Now obviously Intel is not running at full capacity or they could supply the entire Desktop CPU volume from a single fab at the yields used in the calculations. Other products are run. Itanium, large cache P4s, Comms products on their 300mm SiGe process etc but it's still fairly clear that there is extra capacity. So depreciation will be higher until the fabs are fully ramped and filled. Also note that depreciation per die will be proportional to it's yield, for example Itanium with it's much larger die will be burdened with much higher depreciation. Just my thoughts. Wafer capacity is just an estimate and not a claim that this is a fact. Assuming excellent yields. P4 yield is just an estimate for calculating the depreciation per CPU and not a claim that this is the actual yield.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next