InvestorsHub Logo
Followers 4
Posts 3435
Boards Moderated 0
Alias Born 03/05/2003

Re: alan81 post# 63135

Sunday, 10/02/2005 8:56:25 AM

Sunday, October 02, 2005 8:56:25 AM

Post# of 97574
alan81 - re: "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...
--Alan
"


Isn't that a touch misleading, since Intel's are 300mm fabs, while AMD's is 200mm? Since the 300mm fabs each will give @ 2.25 the theoretical output of the 200mm? 4.5 x 15% = 67.5% at AMD's rate, without even counting the smaller fab. Sounds to me like they're not too dissimilar. Granted, that doesn't take into account the other items Intel makes, but it also doesn't take into account AMD's "wasteful" cache size.

Paul



Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent AMD News