Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

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3:59 PM EST

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To: Amy J who wrote (180703)	4/8/2005 3:11:03 PM
From: Elmer Phud	Read Replies (1) of 186894

Amy "The presss has talked about shortages of Sonoma, which is probably due to demand exceeding forecast. This can probably be rectified within a few months by just increasing the wafer starts since I presume that Intel has reserve wafer start capacity. Not necessarily. Sonoma is a platform and any component could be a limiter. However I am also hearing about shortages of XSCALE for PDA/Smartphones. These probably involve stacked chip assemblies, which takes specialized packaging equipment and operations. This may take longer to rectify." This emphasizes the above point. XScale and PDA/Smartphones are on the same process(es) as chipsets. Intel took a chipset Fab (F12) offline for 300mm conversion. It may be that that's where the capacity constraint lies.

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