Intel Corp (INTC)

[kpf]

Sarmad

Can you give any detail or insight on why that is ? Is it scale of production ? Is it the fact of Fab 30 being on 200mm 90 nm for another 9 months ?

For the first part, Design for manufacturing, SoI, just to name two.
I am not getting at economies of scale with it. Just silicon cost per sellable die.
AMDs fab 30 is having excellent yield. No disadvantage from there. And it will be online for longer than what you assume.

What about at 300mm 65 nm, would AMD still have a cost dis-advantage ?

Yes. The two above still apply.

Would you expect a different yield between the two companies for 300mm 65 nm ? And do you have a feel for which one has the better yield ?

Yes i would. Intel is ahead in the yield-learning curve. And it makes a less integrated design (no IMC). And it does not have yield loss of SoI.

Guess you have the feel yourself now and do not need mine. :)

K.