Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 247.99

-4.2%

3:59 PM EST

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To: Elmer Phud who wrote (207924)	8/8/2006 1:08:09 PM
From: Sarmad Y. Hermiz	Read Replies (4) of 275872

Is it correct to expect the term "fab 36 65-nm production" to initially mean "production of 90-nm designs using equipment capable of 65-nm" ? Would this apply to fab 36 in q4-06 and maybe q1-07 and q2-07 ? Or would fab 36 output (shipping in December 06) be a true 65-nm product, with the usual reduction in power consumption and smaller device area ? let's accept that fab 36 yield will be similar to fab 30. And that 65 nm production will start in q4 06. Is there reason to expect any cost savings to AMD from this initial production ? Or just more supply at similar (or higher) cost relative to fab 30 ? I'm expecting the low utilization (under 50% for now) of fab 30 to negate cost savings, until utilization gets closer to capacity.

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