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

To: wanna_bmw who wrote (152518)	12/14/2001 2:30:26 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Nice work Wanna. I'm bookmarking this for future reference. One minor addition. You left out Fab9 in RR NM EP

To: wanna_bmw who wrote (152518)	12/14/2001 2:51:41 PM
From: The Duke of URL©	Read Replies (3) \| Respond to of 186894

"Intel has more than .8 million square feet of fab capacity. That's roughly 8 football fields!" Actually, and I don't wish to demean your prodigious effort, but a football field is (100yds) or 300' x 110 feet or 33k square feet or ~3/4 of an acre. .8MM square feet is approximately 18.97 acres. (Assuming 42k square feet in an acre.) ...Or approximately 24.242 football feilds. :) This may help to explain AMD's claim that they have caputured 90% of the PC market. But I'm just guessing here. :)

To: wanna_bmw who wrote (152518)	12/15/2001 12:00:37 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Thanks for your post. So, AMD has; SDC - 46,000 sq. ft. (development FAB) FAB 25 - 120,000 sq. ft. [.18] moving to flash FAB 30 - being expanded from 90,000 to 120,000 sq. ft. [.18/.13] FASL 1 - 70,000 sq. ft. flash FASL 2 - 114,000 sq. ft. flash FASL 3 - planned flash FASL produces 150% [more recently, 125%] of the flash volume that Intel produces. AMD and Fujitsu each sell parts from the joint venture, and each has about 2/3 the market share of Intel in flash. So Intel needs about 150,000 sq. ft. of FAB space to produce flash. Intel FABs: So, we have D1BR - 200,000 sq. ft. (once development, now production) D1C - 135,000 sq. ft. [.13 -> .10] D1D - 175,000 sq. ft. (not built out) D2 - 36,000 sq. ft. in 1991 [.18/.13] flash RP1 - 56,000 sq. ft. FAB1 - closed? FAB2 - closed? FAB4 - replaced on site, probably D1D FAB5 - closed? FAB6 - closed? FAB7 - 435,000 sq. ft. closing next year [.35] flash FAB8 - ? [.35 and above] FAB9 - Closed? flash FAB10 - 90,000 sq. ft.? [.25/.18] FAB11 - 120,000 sq. ft.? [.18 -> .13] flash FAB11x - 135,000 sq. ft. [.13] FAB12 - 135,000 sq. ft. [.18] FAB14 - 90,000 sq. ft. [.25/.18] FAB15 - 120,000? [.35/25] -> [.18/.13] flash FAB16 - On Hold FAB17 - 95,000 sq. ft. [.13] FAB18 - 80,000 sq. ft. [.18] FAB20 - 120,000? [.13] FAB23 - 120,000 sq. ft. [.18] flash FAB22 - 133,000 sq. ft. [.13] FAB24 - 135,000 sq. ft. - on hold? I excluded D1D, RP1, FAB7, FAB8, and FAB24 as either not built out, soon to close, or using chipset size technology (larger than .18) I'd estimate Intel at about 1,200,000 Sq. ft. for CPUs/logic + FAB8. Many of the FABs are under construction (as at AMD), but I've excluded the 435,000 sq. ft. at FAB7 that will run until replaced by new space next year, and 288,000 sq. ft. for flash. I'll guess AMD's CPU space as 160,000 to 180,000 sq. ft of the 240,000 CPU/logic available with the rest being used for network chips, embedded processors, foundry space or under construction. I'll guess Intel's CPU space in use as 600,000 to 800,000 sq. ft. of the 1,200,000 CPU/logic available, with the rest as above.