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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: dale_laroy who wrote (37963)	5/1/2001 12:17:25 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Dale: Processor fabs take a little longer, but is still only about two years. Ground breaking for Fab25 was July 1993. Equipment installation began Q3 1994. First silicon was December 1994. But when did production runs start? My estimate of 3 years was based on production runs - and on Fab30. Ground breaking to first silicon was pretty much exactly 2 years, but it takes a while longer to start production runs (at least when you are talking about a completely new process, not running anywhere else). FYI, the timeline of Fab30: October '96 Ground breaking May '97 Cornerstone ceremony September '97 Topping off ceremony May '98 Clean room ready for equipment November '98 Start of First Silicon December '98 First yielding SRAMs January '99 First yielding AMD-K6® family processors Q1 '99 Begin installation of copper tools Q2 '99 Start of first copper lots (AMD-K6 family processors) Q4 '99* Start of AMD Athlon processor production Well, that's the official time line from AMD's site. In reality, the first Dresden Athlon's were launched in June 2000. -fyo

To: dale_laroy who wrote (37963)	5/1/2001 1:22:43 PM
From: fyodor_	Read Replies (2) \| Respond to of 275872

Dale: Fab30 is designed to accommodate a conversion to 300mm wafers. However, such a conversion would probably cost too much to be worthwhile. I suspect the same. Those transfer pods likely wouldn't accommodate 300mm wafers. A better strategy would probably be to convert Fab25 to 300mm wafers at the same time it is converted to copper. However, AMD intends to leave Fab25 with aluminum interconnects and convert it to flash instead. When I listened to the webcast again, I noticed that Jerry said that AMD believed it had all the capacity it needed until the end of 2003, at least. It did not sound like any major foundry deals were in the works, although I wouldn't completely rule it out. (But I seriously doubt it). I'm still somewhat at a loss to explain exactly what that IBM deal includes. -fyo