Advanced Micro Devices Inc (AMD)

[SemiconEng]

Maybe if your an Intel investor, all those fabs with big wafers pumping out hot P4s, making the above statement maybe more for self reasurance than you maybe realize, maybe.
Someone might speculate: "The contractor supplying the wafers are loosing $ trying to manufacture to technically difficult specifications and further escelating prices could develope..."
That might reflect badly on our beloved Intel. Glad I don't make such speculations.


Your sarcasm, and obvious lack of knowledge of semiconductor manufacturing reveals plenty. Trust me, the silicon suppliers are well able to make 300mm wafers, and my "Experience" in semiconductor manufacturing, shows that silicon costs go down with time, not up, as you "speculate". The cost difference betwen a $50.00 wafer, and a $500.00 wafer can be made up by getting 1 additional 3.2GHz P4 die at end of line. That, in conjunction with the lower 30% cost advantage makes it worth it........ to my "beloved intel" at least. How silly of them to go for higher yields, higher output, and lower costs, so they can drive down prices, while maintaining profit margins. Not "Smart" like our "Negative Profits", "Beloved AMD", eh?

Semi