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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 253.73+1.6%Jan 22 3:59 PM EST
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To: KeithDust2000 who wrote (138366)11/1/2004 5:08:48 AM
From: Dan3Read Replies (1) of 275872
 
Re: the conversion is going much slower than that. Only 50% of wafer outs is supposed to be 90nm by that time.

That's right. It's becoming apparent that dollars that were originally allocated to the FAB30 90nm conversion have been redirected to FAB36.

FAB36 was originally going to running little more a pilot line for most of 2006 - at least, that's what AMD has always done new plant/process in the past (remember how FAB30 was brought up?). But this time around, AMD paid IBM around $200 million to rent space and tools so that AMD could develop its 300mm process ahead of time at East Fishkill, instead.

Now AMD's going to try to bring up FAB36 at high volume ASAP, working out their 65nm process a year earlier at East Fishkill.

Since Intel has gone face first into a performance wall at high speed, the pressure to update FAB30 ASAP evaporated so AMD was able to redirect resources into the acceleration of FAB36.
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