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 12:22:13 AM
From: Joe NYC	Read Replies (1) of 275872

b2l, Who is going to qual the tools and ramp the 90nm process for 300nm at Fab 36? I imagine that some of the experienced process engineers from Fab 30 Dresden have been sent to East Fishkill and they will be doing the qualification of the tools 5. It's spring and your now ramping slowly 90nm parts. But wait! Your 65nm engineers at IBM just showed up in the fall and need to requal the tools for 65nm AMD has had process engineers at IBM for some 2 years doing joint 65nm process development. I don't know if these would be the same people to qualify the tools. I am way too far away for this level of detail to really have any idea. Because the fab ramps tool availability over time, there is not another "line" of tools to do this on. Go to step 3. AMD has been doing this for years in Dresden. 180nm -> 130nm -> 130nm SOI ->90 nm SOI. All while production was taking place under several technologies (currently it could be last 3 of the ones I mentioned) It is not really anything new for AMD. They have been able to manage in the past. It's best to wait for 65nm PE's from IBM to return and ramp. I think that level of risk is unacceptable. It may be acceptable risk for Intel's one of many fabs, but not for AMD. As far as qualifying tools, you said there is some overlap, so the effort will not be totally wasted. As far as optimising layout for IBM's 90nm, it has been planned for some time, and the effort will not be wasted, since it will be used at Chartered (90nm SOI, 300mm), BTW, using AMD licensed APM, as well as most likely for initial production at Fab 36. Joe

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