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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (151529)	12/6/2001 11:59:31 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Elmer - Re: "the only way AMD can claim world class yields and claim capacity constraints (and not be liars) is if they are only allocating about 30% of their fab capacity to processors. " Sure - and AMD's major business (other than the measley CPUs) - consuming the other 70% of fab capacity - is what - Op Amps? I'm not the one to defend this one. I'll leave that to the Hemdroids. But the numbers are correct. Based on the normal yield from a typical foundry, a device with the size of Athlon should yield about 140-145 DPW. So my spreadsheet says AMD is only allocating ~40% (I stand corrected on my 30% number) of their fab capacity if they are enjoying industry standard yields. Intel yields higher than this but I am not at liberty to say how much higher. I will say that everyone I have ever talked to who has contracted wafers from Intel and any other foundry has said 100% of the time that Intel wafers yield significantly higher than any other fab and my last experience was comparing wafers from IBM. EP