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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (32756)	5/18/1998 12:48:00 PM
From: Maxwell	Respond to of 1571405

John: <<So if Intel is getting 160 good die per wafer like Paul Engel says they are, they should be producing and selling 4 million to 4.8 million CPU's per week, or 200 to 240 million per year! Somethings fishy, wouldn't you say?>> There are other factors must be considered: 1) The demand of PII is no where 200-240M/yr 2) INTC fabs are also doing R&D t boost the speed up working on 0.18um, etc. Thus not all wfrs are production wafers. 3) Even if there is demand for 200-400M PII INTC can't get 400-800M PCBSRAM and the cartridge. This is not including MB, etc. INTC realizes that they can make more CPUs than demand in the near future and with upcoming competition from AMD and NSM and IDTI they are moving into a new market which will utilize their fabs. Maxwell

To: Petz who wrote (32756)	5/18/1998 1:04:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1571405

<So if Intel is getting 160 good die per wafer like Paul Engel says they are, they should be producing and selling 4 million to 4.8 million CPU's per week, or 200 to 240 million per year! Somethings fishy, wouldn't you say?> What's fishy is your assumptions. Intel doesn't just make processors. For every processor sold there are at least 2 additional chips required for their chipsets. In addition Intel makes at least some of the sram used in the PII. Add in Graphics processors (which are taking off), microcontrollers, networking products etc and it is clear that you can't measure fab output by processors alone. EP

To: Petz who wrote (32756)	5/18/1998 3:30:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1571405

Petz - Re: "they should be producing and selling 4 million to 4.8 million CPU's per week, or 200 to 240 million per year! Somethings fishy, wouldn't you say?" The "Fishy" part is your neglect of Intel's overall product line. Nearly every Intel CPU goes out the door with an Intel CHIP SET comprised of 2 or 3 chips. For example, all 0.25 micron Deschutes are accompanied by an equivalent number of 440BX Northebridge chips and shortly the 450NX chip or 440 GX chip. In addition, Intel builds the proprietary high speed SRAM chips for the Pentium Pro and soon-to-be-introduced Pentium XEON processor. More recently, Intel'ls i740 is also taking up wafer starts, although the volume of these chips is much less than the CPU volume. So, divide your numbers by 2 or 2 1/2, and you will arrive at Intel's CPU manufacturing volume. Paul