Formerly About Advanced Micro Devices 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.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kash johal who wrote (26902)	12/18/1997 7:04:00 PM
From: Petz	Read Replies (1) of 1573922

Kash: Brian's formula 140/380$70 was based on a $70 (incremental) cost of production from Business Week, but anyhow, Brian's estimate ($25) and yours ($20) are pretty close. I've seen $2000 cost per wafer used by Intel addicts. Even using $2500 cost per wafer to account for extra processing steps in AMD process + $10 packaging cost you get 10 + (2500/(0.50 yield 380) = $23. I doubt very much Intel can get > 70% yield from their 0.25 process in '98. Once AMD gets to two-thirds Intel's yield, they will be the low cost producer and further price cuts wouldn't make any sense. Petz

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next