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.
Politics : Formerly About Advanced Micro Devices

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TimF who wrote (107270)4/21/2000 7:50:00 PM
From: that_crazy_doug  Read Replies (1) of 1572686
 
<< I know there wont be any need for awile but I am talking about looking at the question from the perspective of a year from now, if AMD does very well in that year, and takeing into consideration that if AMD does decide to do this in a year it would probably be 3 maybe even 4 years before the new fab would be ramped up. It must be difficult to plan for these things given the long lead time and large invesment required. >>

The one thing AMD has going for it in this regard, is that fujitsu is building fabs in conjunction with AMD for flash, so they shouldn't need space for that. By mid next year we should be on .13 micron, which means we should double capacity in both existing fabs. If AMD keeps doing well, they will need to add fab capacity, but I think they will be able to go farther than a lot of people think on the two fabs they have now.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext