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How Much Fabs AMD and INTEL Have ?

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June 8, 2005 2:44:08 AM

Does anyone know how many CPU FAB's INTEL and AMD have ?

I heard that INTEL has 11 fab - 7 of them producing Pentium 4

And AMD has only 2 (one in German producing 0.09) and another one in ASIA (being refurbished from 0.13 to 0.09)

is it true ?

More about : fabs amd intel

June 8, 2005 2:56:17 AM

Intel has 11 fabs, 6 assembly and test sites and Intel has 15 manufacturing sites worldwide.

AMD has 2 fabs.

-Jeremy Dach
June 8, 2005 3:01:10 AM

For god shake only 2?

How AMD intend to grow up its market share with only two fabs ?

When Fab36 will be Fully Operational?

Thks,
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June 8, 2005 9:37:38 AM

AMD indeed has only one FAB that currently produces CPU's afaik: FAB30. I thought their other fab (forgot its name) is only used for flash and other products now.

Now fab count alone doesn't tell the whole story, FAB30 is a huge fab by any metric. 430.000m² in total, afaik that is far bigger than intels biggest fab, and its pretty much only used to produce CPU's; intel also produces truckloads of other products like chipsets and various other ICs.

No question though, intel has a huge capacity advantage over AMD, but this is a double edged sword: fabs are massively expensive, so it only makes sense to have more fab space if you are capacity constrained. I believe AMD is today, I don't believe intels fabs are running anywhere near 100% capacity.


Looking ahead, it looks like AMD is poised to increase its overall capacity dramatically within the next 12-18 months;
FAB36 alone will increase its capacity to ~3x what it is now (its 300mm and will be 65nm), and is supposed to go online in early 2006. On top of that, AMD has signed a deal with chartered to be able to fab additional cpu's on 90nm over there in the second half of 2006. This makes me wonder really..

AMD has publically stated they intend to have enough capacity to satisfy 50% of the market within the next (3?) years. I'm a bit confused though, because FAB36 alone would pretty much give them that AFAICS. They are now between 15 and 20% marketshare.. tripple that, and you have >50%. So it seems the chartered deal is more like a second sourcing deal than to increase capacity, quite possibly to be able to guarantee supply to large oem's that are scared by the fact AMD now relies on a single production facility.

In short: yes they are capacity constrained today. 18 months from here, they would have to perform ridiculously well to be able to sell everything they could produce.

= The views stated herein are my personal views, and not necessarily the views of my wife. =
June 8, 2005 9:58:15 AM

I saw it here:
<A HREF="http://www.xbitlabs.com/news/cpu/display/20050602023614..." target="_new">http://www.xbitlabs.com/news/cpu/display/20050602023614...;/A>

The 50% claim, I'll just leave that as it is. No one will remember this claim in 2015, and no one can even begin to guess what will happen by then. But 30% in 2 or 3 years is a pretty bold claim, it means doubling their current share. Its optimistic for sure, but when did CEO's ever predict market share decline :) 

= The views stated herein are my personal views, and not necessarily the views of my wife. =
June 8, 2005 1:18:09 PM

Quote:
afaik that is far bigger than intels biggest fab

Is that <A HREF="http://www.intel.com/jobs/china/sites/chengdu.htm" target="_new">so</A>?

Quote:
I believe AMD is today, I don't believe intels fabs are running anywhere near 100% capacity.

They are profitable so capacity means nothing.

Quote:
FAB36 alone will increase its capacity to ~3x what it is now (its 300mm and will be 65nm), and is supposed to go online in early 2006.

They said this about Fab 30 and they are still paying the Germans back for it.

Quote:
AMD has publically stated they intend to have enough capacity to satisfy 50% of the market within the next (3?) years. I'm a bit confused though, because FAB36 alone would pretty much give them that AFAICS. They are now between 15 and 20% marketshare.. tripple that, and you have >50%. So it seems the chartered deal is more like a second sourcing deal than to increase capacity, quite possibly to be able to guarantee supply to large oem's that are scared by the fact AMD now relies on a single production facility.

Great theories there but alas none will hold fruit. Markets want more, and AMD will never be able to keep up ever.

-Jeremy Dach
June 8, 2005 1:27:55 PM

>Is that so?

I believe so. What you linked to is an assembly and testing plant, not a production fab. Whats more, its roughly 15x smaller than FAB30, since 800.000 square feet is less than 15.000m² compared to 430.000m² for FAB30. Nice try though.


= The views stated herein are my personal views, and not necessarily the views of my wife. =
June 8, 2005 1:52:37 PM

Quote:
800.000 square feet is less than 15.000m²

No it's not, it's about 70.000 square metres.

But FAB30 is bigger anyway, even wafer table Size is 10,700 square metres in FAB30 !

:smile:
June 8, 2005 1:56:03 PM

Euh.. you are right of course :) 

= The views stated herein are my personal views, and not necessarily the views of my wife. =
June 8, 2005 11:50:46 PM

Ok so let me get this straight Fab 30 is 150.000 square feet in 2003 now that’s total facility space. While the older New Mexico Intel 11X plant is just over 1.000.000 square feet, as well Fab 24 is just over 1.000.00 square feet as well.

So AMD’s Fab 30 has 120.000 square feet of clean room Intel’s 11X Fab has 200.000 square feet of clean room and Fab 24 is 160.000 square feet. Now I may have linked to the wrong site initially but I don’t see how Fab 30 is bigger than anything Intel has on 300mm wafers.

-Jeremy Dach
June 9, 2005 1:52:14 AM

Fab30 is 430k square meters. That's 4.3 million square ft.
June 9, 2005 2:11:58 AM

<A HREF="http://www.amdboard.com/amdfab30.html" target="_new">AMD FAB30</A>

IT says:

Size of the plant 430,000 square metres = ~5,000,000 square feets.
Gross floor space 88,800 square metres = ~1,000,000 square meters.

edit: Xeon seems to be confusing clean room and total factory size ?
June 9, 2005 3:04:16 AM

Oh, and if you are indead spuddy, get your butt back folding.
You to Mozz.
June 9, 2005 3:47:59 AM

1m^2 = 10.76ft^2
430,000m^2 = 4,628,481ft^2
June 9, 2005 6:14:48 AM

Just multiply by 10, it's easier, and close enough.
June 9, 2005 1:06:00 PM

Foldings gay I can't beleive I left my system on all day for that.

-Jeremy Dach
June 9, 2005 7:31:53 PM

Very Good, I hope AMD's FAB 36 provide the world with the Goodest CPU Ever = Athlon 64 family

Thks All
June 9, 2005 7:42:59 PM

Dont AMD already outsource some of their chip production to IBM anyway? Or am I talking excrement?
June 9, 2005 8:26:19 PM

>Dont AMD already outsource some of their chip production to
>IBM anyway?

Nope.. they develop the 90/65nm process together, and IBM has helped out with AMDs 130nm SOI, but it doesn't do any production for AMD. IBM used to produce Cyrix cores, but thats a long time ago.

= The views stated herein are my personal views, and not necessarily the views of my wife. =
June 9, 2005 8:29:04 PM

I've been under the impression that IBM manufactures most if not all Opteron CPU's.
June 9, 2005 8:34:02 PM

Then your impression is wrong I'm afraid :) 

= The views stated herein are my personal views, and not necessarily the views of my wife. =
June 9, 2005 11:26:59 PM

The original SOI was on big blue's patent. Amd paid for it's use on xp chips. Since then, they have been doing joint development. I dont know how much Amd pays for SOI, but I think the pd SOI they are using on Venice is partially covered under a joint patent.
!