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

To: Dan3 who wrote (89474)	1/25/2000 4:21:00 PM
From: Tenchusatsu	Respond to of 1571198

Dan, you're using two very different standards of judgement. <At this point, as nearly as I can guess, AMD is sitting on 2 FABs that are 100% .18 or better. Intel is sitting on 5 FABs that are 25% .18 or better.> So AMD already ramped up 100% on 0.18u, with the maximum amount of wafer starts for that process? That means AMD will be cranking out more than 12M processors out of their two fabs this quarter alone! Let's be realistic here. AMD's Fab 25 is around 25% 0.18 right now (based on last quarter's figures of 5M K6's and 1M Athlons). AMD's Fab 30 is essentially 0%, since they haven't even started any production wafers yet (Q2 is the earliest they'll get started). To be sure, both fabs will be ramping up fairly rapidly. But I think we should keep the facts straight here, instead of painting an extremely lopsided picture. As for Intel, well, the story is much more complicated, since I don't know which fabs are transitioning from 0.25u (or even 0.35u) and which fabs are 0.18u right off the bat. I do know that the fifth 0.18u fab is ramping up later than the other four for some reason or other. I'm sure Process Boy knows the picture better than I would, but unfortunately he won't be able to give specifics. Well, not publicly, at least. But if you're going to claim that Intel's five 0.18u fabs are only running at 25%, then don't bother to claim that AMD's two fabs are already 100% on the 0.18u process. That's ludicrous. Tenchusatsu EDIT: Yes, AMD said that soon all wafer starts will be 0.18u. But that doesn't mean AMD will ramp up to 100% all of a sudden. It could probably mean that AMD will just get rid of their 0.25u production in an effort to brute-force the 0.18u ramp-up. I guess a more gradual transition would be more efficient, but not as aggressive as AMD would like.