Jim,
Re: "Random walk aside. Bubbles are bubbles ..."
So now AMD is working with IBM ... Hmmmm, Motorolo, UMC and now IBM. Did you
also know that IBM is jointly working on transferring this technology to
Chartered Semiconductor (3rd largest foundry) in Singapore ?? Jim, I will
let you in on a "secret" ... It really is the "process thingy". <ggg>
AMD is "thrashing" about for a process strategy ... While INTC calmly/quickly moves
on to their next generation process. I guess "real men" DO have Fabs. <ggg>
You might want to sell the rest of your AMD -->
biz.yahoo.com
Taiwan UMC: Portions Of Technology Pact With AMD Ended
"TAIPEI -(Dow Jones)- United Microelectronics Corp. said Thursday it had ended
portions of a technology pact with Advanced Micro Devices Inc. (NYSE:AMD - News)
related to a joint-venture 12-inch semiconductor wafer fabrication plant
after the U.S. company signed a separate agreement with a third party.
"AMD and UMC have both decided to go their own way (in the development of below-65
nanometer manufacturing technology on 12-inch wafers)" said Alex Hinnawi, director
of corporate communications at UMC.
Ending part of the technology pact puts into question the 50-50 joint venture
between UMC and AMD called AU Pte. Ltd., a cutting- edge 12-inch, or 300 millimeter,
fab that both partners planned to build together in Singapore that analysts say
is worth US$3 billion.
"AU Pte. is still being evaluated by both sides, but no new decision has been
made...The (memorandum of understanding between UMC and AMD) is still in effect
until a decision has been made," said Hinnawi.
Construction on the plant hasn't yet begun, he added.
AMD and UMC inked the MOU for the Singapore fab in early 2002, which covered
joint development efforts to share costs in chip making processes.
Later, the two firms joined with Infineon Technologies AG (IFX), the German
memory chipmaker, to co-develop manufacturing technology as tiny as 65 nanometers
down to 45 nanometers, which measures less than a thousandth of the width of a human hair.
Although AMD will no longer be part of the co-development project, Hinnawi
said UMC and the German chip giant will continue to work together.
The gap between transistors on a chip is measured in nanometers. The
smaller the gap, the more powerful the chip, as more transistors can be packed on.
On Wednesday, AMD signed an agreement to develop chip manufacturing technology
at 65 nanometers and 45 nanometers with U.S. technology giant International
Business Machines Corp. (NYSE:IBM - News) , both companies said in press releases."
Make It So,
Yousef |
