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To: Petz who wrote (84745)7/12/2002 2:02:17 PM
From: rsi_boyRespond 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.

TSMC die size is a lot smaller, lower value chips too (gforce the only exception). what's the point in comparing wafer units with intel. Even if Intel averages 1/10 the die per wafer they can still make more money per wafer than tsmc thanks to the (possibly) order of magnitude difference in ASP



To: Petz who wrote (84745)7/12/2002 3:57:38 PM
From: wanna_bmwRead Replies (2) | Respond to of 275872
 
Petz, your fallacy is that you are comparing future wafer starts and future CPU sales projections to current yields.

You don't even know how many wafer starts out of Intel's current 75k wspw worth of conceivable fab space are actually being used for production CPUs. In fact, all your assumptions seem to be "out of thin air". Your 60 average GDPW estimate is worthless, IMO.

wbmw


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