Advanced Micro Devices Inc (AMD)

[bobs10]

Again, to reiterate a point from WBMW, Intel is supplying about 85% of the CPU market with 3 full factories (one of which is a smaller development factory) while AMD is supplying the remaining 15% with one full factory. The math I would do on that would say Intel is getting quite a bit more out of each factory than AMD is. Also, note that Intel builds a few things besides CPU's in those three factories...


Me...

Well since each fab is 300MM and that means more than double the dies per wafer what INTC really has is 6+ equivalent 90 nm 200mm fabs in comparison to AMD's 1. Like what else does INTC build in those fabs?, flash? Actually, it's probably closer to 18% market share, but we'll have to wait for the exact figures.

Well if INTC has such a great process producing tons of huge chips with nary an error what's INTC planning to do with 4, 65nm plants which will give INTC in effect 12+ processor fabs compared to fab30? Maybe INTC is expecting a big uptick in demand for Itaniums? Not! Maybe LCOS chips? No wait INTC cancelled that. Maybe it's going to be those cell phone chips that they have been giving away? Nope not that either.

Frankly, I'm at a loss trying to figure out exactly what INTC is going to do with all that capacity. As an insider perhaps you could clue me in.