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

To: wanna_bmw who wrote (84724)	7/12/2002 1:37:42 PM
From: herb will	Read Replies (1) \| Respond to of 275872

Wbmw "he is intentionally aiming to be misleading" Yeah and you have to wonder who is paying him. Herb

To: wanna_bmw who wrote (84724)	7/12/2002 1:46:20 PM
From: Petz	Read Replies (2) \| Respond to of 275872

WBMW, TSMC says Intel currently has as much capacity as they do... an average of 350,000 wafers per month for 2002. TAIPEI, Jul 11, 2002 (AFX-Asia via COMTEX) -- Taiwan Semiconductor Manufacturing Co Ltd expects to have the world's largest wafer capacity in the next one to two years, TSMC North America president Edward Ross said in a Commercial Times report. In 2001, TSMC claimed a 5.2 pct share of the world's semiconductor capacity, compared with the 6.1 pct posted by Hynix Semiconductor and 5.1 pct of Intel Corp, he said. Ross said TSMC is expected to raise its total monthly capacity to 381,000 8-inch-equivalent wafers at the end of the year from 332,000 at the end of March. Sorry no link was posted for the article. Intel is growing capacity at least as fast, probably faster than TSMC, so 350K WPM or 4.2M wafers total for 2002 is an extremely conservative estimate. So it doesn't really matter what Pete Gerassi says. Using numbers from TSMC, Intel yields suck big time. Less than 60 good die per wafer assuming 60% of capacity is devoted to PC+XBOX CPUs. And thats based on 150 million Intel CPUs in 2002, far more than the prior year. Petz