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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: Sarmad Y. Hermiz who wrote (197313)5/17/2006 5:42:01 PM
From: combjellyRead Replies (1) of 275872
 
"The forgotten item here is that the 300 mm wafer costs 3x to 4x 200 mm wafer"

You mean the raw wafer cost? Probably. IIRC, a 200mm wafer costs about $50. So a 300mm wafer costing $200 wouldn't be a shock. Now if you are talking about a processed wafer costing 3x to 4x, I am pretty certain that is wrong. I'd have to see a link for that.

"In looking at everything I could find, I don't see any evidence that AMD had more output after they opened Fab 36 in November than before."

That shouldn't be a surprise either. They didn't start to ship until at or after the quarter closed. It takes roughly 13 weeks to process and package a wafer. Given that there isn't any real point in shipping the first few dribbles off the line, the tendency is to save them up for a few weeks after those first few wafer outs.
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