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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (59021)5/20/1999 4:39:00 PM
From: kash johal  Read Replies (4) of 1582841
 
PB,

Re: Article.

The only problem I have is with the wafer cost of $3,250 per wafer.

The real number is $1500 or so max.

I thought his yield numbers were pretty close.

AMD has a smaller die so they still yield around 100-120 GDW or a die cost of <$15.00.

If you work the numbers out the marginal costs are trivial (hell the pkg/test costs as much as the silicon).

It's all about the fixed costs and fab utilization as you know.

It scares me that Intel will have 4 0 .18 micron fabs running next year. With Celeron die sizes of 80mm2 that translates to HUGE volumes of celerys.

Sure hope the consumers want high end chips rather than lower end chips.

Otherwise sayonara to higher stock prices to both Intel and AMD.

Regards,

Kash
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