SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 223.47+4.3%Jan 2 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: combjelly who wrote (43556)6/10/2001 10:45:59 AM
From: dale_laroyRead Replies (1) of 275872
 
>Now I guess you could argue that they are running Fab30 on a reduced schedule to keep from building inventory, but you would have to explain why they would want that.<

There is a good reason to delay the capacity build at Fab30, even if AMD had to farm out production to Motorola to meet market needs. It appears that the final 20% of the buildout at Fab30 will be using 193nm lithography equipment. Assuming that only half of the steppers in a line need to be at 193nm for critical mask steps, these 193nm lithography steppers could be teamed with an equal number of 248nm lithography steppers to get AMD to 40% 130nm production in late H1 2002 without replacing 248nm lithography equipment. If AMD were to delay the installation of some lithography equipment until they make the transition to 193nm lithography, they would have less equipment to replace in H2 2002.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News