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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Mani1 who wrote (68660)	8/12/1999 6:25:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1573215

<How about the conversion from .25 to .18, that increases capacity by more than the total market growth, is that right ?> With one fab, AMD is able to make 6 million CPUs per quarter, but most of them are 0.25 micron K6-2's whose die size is rather small (81 mm2). Athlon is 180 mm2. Going to 0.18 microns cuts the die size in half, theoretically. But that means the die size at 0.18 microns is still larger than the 0.25 micron K6-2. Assuming yields are comparable, the number of CPU's per wafer may go down a little from 0.25 K6-2 to 0.18 Athlon. That doesn't mean it's impossible for AMD to achieve their 30% market share target by 2001. It just means it's impossible if AMD only doubles the number of CPU's shipped per quarter. They'll have to do more than double, which is possible, but very aggressive. Tenchusatsu