SI
SI
discoversearch

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 -- Ignore unavailable to you. Want to Upgrade?

To: Process Boy who wrote (84956)1/4/2000 12:51:00 PM
From: kash johal  Read Replies (1) | Respond to of 1572208
 
PB,

Re: "Coppermine volumes"

Yes, if we assume 10% of wafer capacity were 0.18 in Q4.

Intel will ship approx 30M chips.

10% is 3M units. However as die size is 35% smaller and better yields that translates perhaps to 1.5x or 4.5M units.

If they only shipped for 1/2 the quarter(ie rest is still in WIP) that translates to 2.25 M units.

So 2-3M units is where they should be assuming the late start.

regards,

Kash



To: Process Boy who wrote (84956)1/4/2000 12:53:00 PM
From: Cirruslvr  Read Replies (1) | Respond to of 1572208
 
PB - I forgot to say - Welcome back to this thread.

Everyone's ganging up on you should be a sign we missed you. ;)


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News