Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Dan3 who wrote (91010)	2/2/2000 12:38:00 AM
From: Process Boy	of 1575981

Dan - <There have been comments from Intel that their problem was equipment availability, not FAB space. Has this changed? > Must need both. With Intel's flash business expanding, CPU demand robust, and F16 on indefinite hold, I was actually wondering if Intel would need more space, even with the announcement of F22. I think this is a good thing. However, you do bring up a good point. The industry is currently in a capacity building cycle, with DRAM manufactures reportedly scrambling to bring fairly large amounts of capacity online. I would surmise that equipment delivery is at a premium. With Intel bringing one more fab online, the current situation will only be exacerbated. Probably one motivation for Splinter to extol the virtues of timeliness to the equipment makers last month in Pebble Beach. PB

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