Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 230.41

-3.0%

9:52 AM EST

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To: niceguy767 who wrote (229919)	4/14/2007 1:16:42 PM
From: neolib	Read Replies (1) of 275872

This weeks EETimes has a front page article on foundries push to 45nm for late this year. TSMC is pulling in their's a bit (Sept for first customer wafers instead of Q4), with UMC and IBM/Chartered/Samsung shortly behind by years end. However, a scary stat listed in another article (p60) makes the following claim: At 65nm an IDM needs $8.3B/yr in sales to be profitable. At 45nm the estimate is $13.3B/yr At 32nm the estimate is $16.7B/yr. This is looking at the cost to an IDM for the entire process node, so it is independent of #/fabs (at least my reading). To what degree AMD can lower this bar by tying in with IBM/Chartered I'm not sure. Clearly AMD is not hitting the 65nm metric, and the odds of them growing to the 45nm level in the time required is zero.

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