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 215.00+0.7%Dec 22 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: smooth2o who wrote (256535)10/8/2008 12:15:12 PM
From: Elmer PhudRead Replies (1) of 275872
 
Smooth -

This article from theinquirer echos some of the points made here:

theinquirer.net

“it is actually very difficult to develop new features if design and manufacturing aren’t under the same roof”.

And whilst The Foundry Company may well start off calling AMD its “number one customer”, once the honeymoon is over, it will be interesting to see how keen the new manufacturing firm is to pander to AMD’s every need if other customers are willing to pay for its services too.

At the end of the day, it all boils down to QPL, and if The Foundry Co is going to succeed, it may well come at the expense of its loyalty to its surgically-removed Siamese twin.
.
.
.
“There’s definitely some national security issues there”, noted David Kanter from Real World Tech, who added it could end up giving “somewhat less certain allies of the United States” an economic competitive advantage. This could also cause the US to tightly clamp down on AMD exports. On the subject of AMD's very rich foreign overlords, one can also ponder what particular technology insight the great and eminent leaders of the Emirates could impart to The Foundry Co. We can almost see the memos now: "His Royal Chipmaking Highness thinks we should move to a 12nm process…"
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