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

To: dougSF30 who wrote (165177)	7/13/2005 10:05:57 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Doug, Going from 130nm to 90nm should result in a 70% capacity increase, assuming equal yield %, and same mix of relative sizes. Now, that won't be the case, but enough to push the capacity increase down to 20%? Some parts don't shrink that much. Thorton = Venice 0% Barton > Venice Newcastle > Venice Newcastle > San Diego Newcastle = 512k Toledo Clawhammer > San Diego Clawhammer > 512K Toledo Clawhammer = 1MB Toledo So there are some reduction of die sizes, but overall, I think the capacity increase is much closer to 20% than 70% Joe