Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

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 215.88

+0.3%

10:19 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim McMannis who wrote (80785)	5/28/2002 12:32:52 PM
From: Yousef	Read Replies (1) of 275872

Jim, Re: "Are you saying using UMC is a good thing for AMD? I have my doubts ... If Taiwan is such a cheap place to make chips maybe AMD should open a plant there." All I'm saying is the "reasoning" for AMD to go to UMC at .13um and beyond. 300mm production and process development (90nm and beyond) require more financial resources than AMD can "muster" ... BTW, very few companies can. Is this a good thing ?? AMD will have to "live" with UMC development schedule, device performance, and process bin split/yield. If UMC "slips" on their "commitments", then this could "wipe out" AMD. Big risk, IMHO. However, there aren't many good alternatives. Make It So, Yousef

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next