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

To: Dan3 who wrote (152612)	12/15/2001 3:14:36 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Dan, Re: "FAB10 and FAB14 don't total to 90,000 sq. ft." It looks as if you are correct in this. However, since we don't know the size of what Fab10 used to be, we can't assume it was the same size as Fab14. Re: "D1BR may be D1C (going by the sizes listed)" That seems reasonable to me. I live in Oregon, and I've visited Intel's Ronlier Acres campus before. I know how many fabs they have there, and right now, it's just Fab20 and D1C (as well as the RP1 research facility). You can now see construction work for D1D. Re: "Some of the FABs Intel lists as producing flash, probably don't produce only flash FASL (AMD and Fujitsu combined) produces more flash than Intel." That might be debatable, now. I looked up market share in Flash, and I found the following links. web-feetresearch.com ebnews.com The first one lists 1999 market share numbers, which is 25.5% Intel, 16.3% AMD, and 13.3% Fujitsu. As an aside, Sharp has 8.9% and STMicroelectronics has 6.2% (meaning that there are many other players totaling up the other 29.8%). In the second link, we see the following quote: "Despite such impressive sales gains, all these companies lost share. Intel's market share slipped from 26% to 24%. AMD and Fujitsu lost 2.9% and 3.4%, respectively, while Sharp lost 1.2%. “That shows the emergence of more players in a broadening market,” Niebel said." They seemed to have rounded off Intel's market share to 26% in 1999, but it seems now that Intel has lost about 1.5-2%. That puts Intel at 24%, AMD at 13.4%, and Fujitsu at 9.9% (no wonder they closed the Gresham fab). Sharp also lost, bringing their market share to 7.7%. The article says that Toshiba and Mitsubishi gained a lot in market share, while STMicroelectronics dropped to 7th place (Atmel in 8th). At any rate, this puts FASL 2000 market share at 23.3%, while Intel's is 24% (or perhaps this might have been rounded up from as low as 23.5%). Either way, it looks like Intel out-produces FASL as of last year. If you look at 2001, you'll notice that AMD is far down in flash, and Fujtsu isn't doing much better, while Intel is only slightly down in flash. If I had to make a guess, I'd say that Intel is well into the ranking for largest flash provider, meaning that they can use the extra fab space. Re: "FAB 7 could be used to make chipsets and analog comm parts. Some (or all) of Intel's chipset work is going to sent to foundries next year (when FAB 7 is scheduled to close) and modem chips are getting to be too cheap to be worth Intel's time." No, I'm pretty sure that Fab7 produces mostly flash, as my links suggested. Since it is closing down, I'm sure it has ramped down a lot already, which is why Intel needs a lot of new fab space to make the difference. Also, Intel has plenty of .25u and .18u fab space, especially when they move their CPU lines to .13u next year. This will give them plenty of space for chipsets, so I don't know what makes you think they will use foundries. It just doesn't make sense. Re: "I'll stand by my estimate that AMD's FAB space used for CPUs is 160,000 to 180,000 sq. ft and Intel's FAB space in use for CPUs is 600,000 to 800,000 sq. ft." It's just an estimate, so I won't disagree with it. But, if I took your claim at face value, that would mean that Intel has just over 4x the cleanroom space as AMD, which makes sense given the weight of both Intel's and AMD's market share. You had wondered earlier what Intel needs with all their fab space. It looks like you've finally answered your own question. wbmw