Monday, March 20, 2006

AMD capacity check again

INQ has reported that AMD is ramping FAB36 to 13000 wspm, so let's redo the capacity check.

This time, let's compute the die count for dual core Opterons at 90nm using the Wafer program. Approximately, we can get 300 dual core Opteron dies out of one 300mm wafer. This translates to 300 * 13000 * 3 = 11.7 million dual core Opteron dies per quarter.

Of course, if you go with smaller Turion X2s and Athlon 64 X2s, the number will be higher.

So, if AMD can sell all it makes, 40% market share is even achievable at 90nm.

3 Comments:

Anonymous Anonymous said...

Fu.... Sharikou,

Whatever your name you seem completely out of sync with whats happening or is gonna happen to microprocessors. I bet your Phd degree is another piece of shit.

Wait for Q3 and we;ll see who prevails, losses from 3q 06 shove these predictions up your ass.

6:10 AM, March 21, 2006  
Anonymous Anonymous said...

look back at his previous predictions. They came true. Why wouldn't this one happen? Intel has actually come out and said that it's current chips are not very good, so no one wants to buy them. At the very least, people will wait for the new architecture. Others who need a good computer now will just go for AMD. And no one wants to get stuck with one of Intel's 32 bit laptop cpu's that will be obsolete very soon.

6:54 AM, March 21, 2006  
Blogger Sharikou, Ph. D said...

Intel is a wounded animal, but an experience hunter has no fear of a wounded animal. Wounded animal is an easier kill. The gameplay carried out by Intel doesn't suit its tech underdog status.

11:47 AM, March 21, 2006  

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