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To: Ali Chen who wrote (4469)	8/11/2000 12:49:27 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Ali, what did semiconeng say w.r.t. PIII capacity? He deleted it. Petz

To: Ali Chen who wrote (4469)	8/11/2000 2:00:05 PM
From: Petz	Respond to of 275872

Ali, <their P-III capacity may easily double> If you figure that there were 8000 WSPW for PIII's at their Fab 12 (about 10,000 is capacity of the whole Fab) -- and they were making 1M CuMines per week as the recent average, a figure their yield as 1,000,000/(80000.8531400mm/100mm) or 47%. My estimates of 15% wasted space and 100 mm die size may be too low, so the yield might have been even higher. OTOH, if they had more wafer starts, the yield was lower. Its pretty tough to see the yield doubling, especially since I think there were some packaging issues which still might be a problem. However, they obviously had an excess of the PIII's below 700 MHz, so I could see their sellable PIII's doubling if they weren't starting P4 and stealing capacity away from P3. Petz