Intel, AMD neck and neck in chip costs
Poster: Aron Schatz
Posted on May 17, 2002 at 1:37:03 AM
News.com reports that Intel and AMD are in a different price war, chip costs. I don't care who's chip costs less to make, as long as they pass the savings on to me.
Intel Chief Financial Officer Andy Bryant threw gas on the fire at the company's analyst meeting in April by declaring that Intel's new factories, which process larger wafers, with 300-millimeter diameters, make it the low-cost leader. He added that Intel's yield, or number of good chips per wafer, was 50 percent higher than that of an unnamed competitor.
"Through these investments we have cost leadership," Bryant said. "Don't buy a story that says Intel has a cost problem."
Days later, AMD Chairman Jerry Sanders gleefully responded to Intel's claim of superior yields.
"How do you spell 'bull****'?" Sanders asked investors and analysts at Merrill Lynch's Hardware Heaven conference in San Francisco in late April. "The only way they could do that would be to invent a perpetual-motion machine...We will put our yields up against anybody's."
Intel Chief Financial Officer Andy Bryant threw gas on the fire at the company's analyst meeting in April by declaring that Intel's new factories, which process larger wafers, with 300-millimeter diameters, make it the low-cost leader. He added that Intel's yield, or number of good chips per wafer, was 50 percent higher than that of an unnamed competitor.
"Through these investments we have cost leadership," Bryant said. "Don't buy a story that says Intel has a cost problem."
Days later, AMD Chairman Jerry Sanders gleefully responded to Intel's claim of superior yields.
"How do you spell 'bull****'?" Sanders asked investors and analysts at Merrill Lynch's Hardware Heaven conference in San Francisco in late April. "The only way they could do that would be to invent a perpetual-motion machine...We will put our yields up against anybody's."