Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ali Chen who wrote (161567)	3/8/2002 12:47:15 PM
From: Tony Viola	Respond to of 186894

Ali, >Wrongo. PIII 900 MHz with 2 MB cache is still commanding up to $3000 per." >>I can imagine that. With 300++ mm die size and 140M transistors, the yield must be 1-2 dies per wafer in a good sunny day ;-) Sure, which is why Intel has said their margins on the big Xeons are much higher than for PC processors.

To: Ali Chen who wrote (161567)	3/8/2002 4:07:33 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Ali, Re: "I can imagine that. With 300++ mm die size and 140M transistors, the yield must be 1-2 dies per wafer in a good sunny day" Good for your imagination. But let's stick to facts, shall we? icknowledge.com Let's take a worst case scenario of 400mm^2 die (20mm20mm) with .5 defects per cm^2. The calculator says 9 die per wafer. Experts on this thread before, however, say that .5 defects per cm^2 represents horrible yield. Let's take the same size die, and decrease defects to .3 per cm^2. Die per wafer jumps to 17 good die per wafer. If we use a slightly smaller die of 324mm^2 (18mm18mm, since large cache Xeons are likely closer to this size, rather than the former), we get 31 good die per wafer. Finally, Intel is moving towards 300mm wafers, and the first of these are already in production. On 300mm wafers, good 324mm^2 die at a defect rate of .3 per cm^2 comes out to 73 good die per wafer. Wafer costs, according to this link: icknowledge.com Are as low as $1480 for a .18u wafer, $1900 for .13u 200mm wafers, and $2900 for 300mm wafers, and since these are high ASP parts ($1000-$3000), you can be sure that Intel is making healthy margins on them. wbmw