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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: AK2004 who wrote (66511)	12/28/2001 7:18:30 PM
From: milo_morai	Read Replies (2) \| Respond to of 275872

Intel keeps CPU production numbers very close to the chest. I have very limited info on what each Fab is doing. I only know about a few fabs and even then most people that work there ,know little about what is on the wafer or how many chips actually tested good from said wafer. M.

To: AK2004 who wrote (66511)	12/28/2001 8:48:14 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: do you or anyone else knows the wafer capacity of intel's cpu production That's a pretty well kept secret. We do know that they spent $6,200 Million on wafer capacity in the first 9 months of the year, and planned to spend an additional $1,300 Million in Q4. AMD spent $542 Million in the first 9 months, and planned to spend $258 Million in Q4. The 75 to 8 ratio in spending on wafer FAB plant and Equipment has held steady for the two companies for about 2 years, now, so it is reasonable to expect that Intel can start about 9 times as many wafers as AMD each week (either that, or Intel pays more for similar equipment, despite being able to order in quantities 9+ times as large as AMD). So, unless Intel's procurement people are idiots, Intel has about 9 times the capacity of AMD. 10% to 15% of Intel's capacity would be needed for flash (going by the size of FASL), and perhaps 10% to 15% for chipsets and com (that may be high, since Intel can reuse old CPU fabrication equipment for some of those processes), so Intel probably can start about 6 times as many 8" CPU wafers as AMD, maybe a little more if they get better deals on equipment for ordering 9 times as much of it.