Tower technology-platform revenue estimate

Consolidated wafer technology revenue; specialty platforms are not nominal node sizes. Scenario-conditioned allocation. Quantitative weights are ASTRIA judgement, not measured capacity or statistically fitted estimates. Product announcements constrain the eligible families but do not identify their shares.

tower wafer-diameter revenue estimate

Wafer-manufacturing revenue only; excludes non-wafer services. A physical count cannot be read from revenue share. The separate output-mix estimate also requires a 300mm/200mm ASP-ratio assumption. ASTRIA diameter-revenue assumption constrained only by the disclosed footprint; no equal weighting of fabs.

Implied wafer shipments

Revenue (USD m) × 1000 × wafer-service fraction ÷ assumed USD per 300mm-equivalent wafer

ASP and wafer-service fractions are explicit, uncalibrated assumptions. Intel transfer pricing is not an external market ASP. Revenue recognition, work in progress and yield can disconnect these implied volumes from shipments.

{
  "revenueUsdMillion": {
    "low": 460.079,
    "base": 460.079,
    "high": 460.079
  },
  "waferRevenueFraction": {
    "low": 0.92,
    "base": 0.97,
    "high": 1
  },
  "aspUsdPer300mmEquivalent": {
    "low": 2200,
    "base": 3000,
    "high": 4200
  }
}

Capacity-weighted utilization estimate

300mm capacity weight × 300mm utilization + remaining weight × 200mm utilization

Fab capacity weights and the 300mm numerical range are judgement assumptions. The issuer reports individual fab utilization, not this weighted company-wide figure.

{
  "capacity300mmWeight": {
    "low": 0.15,
    "base": 0.25,
    "high": 0.35
  },
  "utilization200mm": {
    "low": 75,
    "base": 81.25,
    "high": 85
  },
  "utilization300mm": {
    "low": 90,
    "base": 97.5,
    "high": 100
  }
}