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 217.53+1.5%Nov 28 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bill Jackson who wrote (76123)4/1/2002 7:35:30 PM
From: Joe NYCRead Replies (3) of 275872
 
Bill,

There is a plenty of capacity in Austin to do th chipsets in-house. AMD is still producing somewhere in the neighborhood of 2 to 3.5 million Durons in Austin, and they will become increasingly difficulty to sell, once Intel moves Celeron to Willamette core, so this capacity will be there. We will see how the mirror-bit and the entire flash market fares this year. As long as there is plan to shift the 8xxx chipsets to UMC.

I would like to know what AMD's utilization of all the fabs is (including JV1-3). It is probably less than 40%,

Joe
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News