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.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Investor A who wrote (31730)4/12/1998 4:06:00 AM
From: Profits  Read Replies (1) of 1578550
 
A,

re: "Vantis signed a 5 years foundry agreement with UMC group to fabricate FPGA VF1 with .25u process in UMC plants. It is interesting that some street talks said that AMD might place K6 orders with UMC to increase its capacities. Wonder why AMD needs so much of chip capability if the yield on .25u process has been fixed. Another question is why await so long to take this outsource action. IMHO, AMD should have UMC manufactured K6 last year. However, it is still not too late to adopt the K6 outsourcing policy now."

First of all, the 0.25u process at the SDC and Fab 25 is dedicated to building processors, not FPGAs. In case you haven't noticed, the price of processors is much higher than FPGAs, resulting in higher net revenue per wafer.

Secondly, AMD cannot use UMC to build K6 processors. AMD can only outsource K6 or K7 production to a company that has a cross license agreement with Intel (like IBM). Otherwise, Intel would sue them.

Profits
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