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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
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To: dougSF30 who wrote (220407)12/14/2006 12:33:06 PM
From: eracerRead Replies (1) of 275872
 
Re: Yet Fab30 is supposed to be well into its conversion by then, and so presumably offline. Yet Fab 36 is supposedly "fully converted" by then, so who is producing these?

Funny that 200mm wafer outs remain almost unchanged right through Q4 07, as if FAB30 is still almost running at full 90-nm capacity. Apparently "300mm transition to FAB38 starting in H107" must apply to getting equipement in place, rather than actual production. Intel could very well be producing more 45-nm CPUs in Q4 07 than AMD will be producing 65-nm CPUs from FAB38.
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