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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: TGPTNDR who wrote (200162)6/2/2006 4:14:03 PM
From: combjellyRead Replies (1) of 275872
 
"Problem is that's wafer starts not wafer outs."

That is true. But they still have a lot more capacity than last year at this time. And they keep adding more.

"Has AMD said that they're running production stuff now or will be by July1?"

You mean Fab36? They claim they shipped for revenue, i.e. packaged product in March. It might have only been 1 or two on March 31 right before midnight, but...

So let that be the touchstone. Zero is April 1. That'd be ~15k 200mm wafer equivalents packaged and ready to ship in Q2, or about 16% of Fab30's capability. Not necessarily sold, many are probably headed for inventory. For Q3, that would be 45k 200mm wafer equivalents, or half of Fab30s capability. Sales are usually greater in Q3, but severely backend loaded. One big question at this point is what percentage is dual core? I suspect not a lot, given that AMD tends to sell a lot of Semprons. Still, unless sales are way up in Q3, AMD is going to do a lot of inventory building in Q3.
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