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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.54+1.6%12:59 PM EST

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To: combjelly who wrote (63395)11/11/2001 4:01:54 PM
From: fyodor_Read Replies (1) of 275872
 
combjelly: The whole rationale behind contract fabs is that they can get their economy of scale by running lots of little jobs. So cost per die is a very important point. This is why foundry processes are tuned for yield and not performance, although, to be fair, most of their customers really don't need all that high of a performance level.

This has certainly been true historically and although I still think it is to some extent, there are indications that the situation has changed in the last few years. Players like NVIDIA need top-notch manufacturing and they have become a huge portion of TSMC's business.

Still&#133 How many complex logic chips do either TSMC or UMC make that run at GHz frequencies?

-fyo
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