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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (28403)2/9/1998 2:23:00 PM
From: Petz  Read Replies (1) of 1573073
 
Elmer, here's why Intel needs five fabs to make 100m CPU's

1. Intel's die sizes are much larger. I believe the 0.25 micron Deschutes is still 120 mm^2, about 50% larger than K6-3D

2. Even at Intel, I doubt yields will reach 60% until the end of '98 (on new 0.25 micron process)

3. Intel is trying to keep die sizes large by creating demand for CPU features and performance which most people don't really need (e.g., MMX). For example, the Merced will be a very large chip because of its dual instruction set architecture.

4. They don't really need five fabs, just two or three, but as long as they have no real competition (AMD only 10% of market) they will keep them all open.

5. 6000 wafers/week is a high number already for "throughput" at a fab (you said, "Faster throughput would bring this number closer to 100million")

Reference, reply #28395
Message 3374766

6000 wafers/week * 350 candidate_CPU/wafer * 52 weeks * 60%
mature_process_yield = 65 MILLION CPU's or 65% of the world
market.

Petz
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