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.

Politics : RAMTRONIAN's Cache Inn -- Ignore unavailable to you. Want to Upgrade?

To: NightOwl who wrote (8420)	7/27/2002 3:12:00 PM
From: wily	Respond to of 14464

die per wafer: The 256Kb Ampy part is their biggest chip in terms of square milimeters, so the 64Kb, 16Kb, etc. chips are much more than 600 per wafer, so ASP for these die is much less than for the 256Kb part (which latter is even bigger proportionally since it has value-added logic functions which take up die space). Ramtron probably pays pretty close to equal amounts per wafer irregardless of what kind of chips are on them. Ramtron revenue per wafer would equal price paid to Fujitsu plus gross profit. For the Ampy wafers, if Ramtron revenue is $1200 each and gross margin is, say, 50%, then that means they are paying Fujitsu $600 per wafer. If the non-Ampy parts average 43% gross margin, then Ramtron revenue per non-Ampy wafer is $1052, since: 1052-452 = 600 452/1052 = .43 The 600 die per Ampy wafer number I got from the EGRO report, which I am sure is based on Ramtron guidance. But if had just under $6 mil for all Q2 FRAM product sales and sold @ 2 mil into Ampy/Enel and 2.18 mil into all others. ( ramtron.com ) wouldn't that be an average ASP of under $1.5? They said they hit their 2-3MM unit guidance for Ampy, so that's 2.5MM, not 2MM. Also, I thought I heard something about 75% of FRAM revenue coming from Ampy sales, but I have to check on this. If true, then non-Ampy FRAM sales would be $1,475,000 which, divided into 2MM units would be $.45 per unit. This would leave $4,425,000 for Ampy sales, or $1.77 per unit. die size: If you allow 5% of the die area to be lost to cutting and non-useable edge area, and if you allow for 5% of the die to be bad (i.e., 95% yield), then 600 good die per 6" wafer gives a die area of 27.4mm2, which is not a terribly small chip. Consider that P3's and current Athlons are about 100mm2. If I use $1.77 per ampy unit instead of $2.00, I get 1852 wafers this quarter and 2260 wafers next quarter. The PR says we had $50,000 in royalties as opposed to $200,000. biz.yahoo.com That would be $2.5 mil in non-RMTR sales assuming a 2% lug. Doing it my way: Fujitsu wafers per month = (5900 + 2500)/1062 = 2637. Although at this point I forget why I wanted to know... If you had a tail that you could almost catch, you'd understand...