SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 240.73-2.9%9:45 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sarmad Y. Hermiz who wrote (207925)8/8/2006 1:28:40 PM
From: fastpathguruRead Replies (1) 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"?

No. Fab36 is already producing 90nm parts.

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?

The latter.

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?

Yes. Average cost/die will go down as #dies goes up, seeing as how AMD is already paying the cost side, having started accounting for the cost of Fab36 in Q1.

Or just more supply at similar (or higher) cost relative to fab 30?

See above... There hasn't been "just fab30" for 2 quarters now already.

I'm expecting the low utilization (under 50% for now) of fab 30 to negate cost savings, until utilization gets closer to capacity.

50% utilization of Fab30??? Another innocent lapse?

Regardless, we've been through this before: AMD is already accounting for the depreciation of the fab, and has been since Q1 when they weren't producing hardly ANYTHING in Fab36. Therefore cost/die will go down as Fab36 production ramps up. It has no where else to go.

fpg
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News