Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.66

+7.6%

Jan 21 3:59 PM EST

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To: burn2learn who wrote (147533)	1/12/2005 12:13:47 AM
From: etchmeister	Read Replies (1) of 275872

2. It's not trivial to transfer a process. Intel sends hundreds of engineers to PTD in OR for a year to get the process transfer down. The AMD 65 nm PE's can't work on this, you need another set. The process since the change for AMD is 300mm and 90nm, the IBM process would require learning's. COPY EXACTLY the complete layout of facilities is copied and proliferated to other manufacturing plants There could also "political obstacles" materialize: For example AMD 36 uses etcher X while IBM uses etcher Y. AMD 36 is fairly happy with etcher X after evaluating etcher X and Y. Now if AMD is "truely" transferring the process they would need to select etcher Y against their opinion. (I guess it depends how much input AMD had while IBM developed the process) These are small, tedious things but as you stated NOT trivial at all. I'm not saying AMD can't do good job but all those things need to be considered when defining the time line. Of course only my 2 cents Intel makes all those decisions at one central location and than proliferates, dictates toolsets to the manufacturing plants.

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