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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 236.73-6.1%Jan 30 9:30 AM EST
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To: DRBES who wrote (134511)10/2/2004 4:15:45 PM
From: PetzRead Replies (1) of 275872
 
Yes, the switchover to 90nm probably ate 20% of fab capacity in Q2, with no output untill the end of Q3. 10% or more in earlier quarters. Elmer's model allowed for only 10% unutilized fab capacity, which is just enough to handle stepping changes and product mix changes, but not near enough to allow for experimentation and testing on a new process node. Intel does nearly all their process development in separate fabs designed for that purpose. (D1C?)

Petz
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