Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 200.46

-17.2%

3:59 PM EST

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To: Yousef who wrote (75900)	3/30/2002 7:06:35 AM
From: fyodor_	Read Replies (1) of 275872

Yousef: The FACT is ... UMC is behind INTC at .13um on 200mm OR 300mm. I don't disagree with you. UMC (and TSMC, for that matter) is behind INTC on .13µm (for MPUs). No question about it. However, they have both been gaining rapidly on the industry leaders in recent years. Taking this into consideration, AMD has to make a choice: - Go it alone. Develop their own MPU process with no partners. - Continue with Motorola as a development partner. - Switch to UMC with a deal that (apparently) grants AMD the IP even though the companies split the development costs. So the question is (and I really am interested in what you think here): Is AMD worse off with UMC as a process development partner than they were (are) with Motorola? -fyo

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