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To: Just_Observing who wrote (49327)	5/30/2002 12:43:55 AM
From: ptanner	Respond to of 64865

re: "AMD fans claim that just the Dresden fab can supply the entire 150 million per year demand for processors." Some AMD fans are very optimistic. AMD has stated they are "at capacity" at Dresden while the facility has never produced more than a run-rate of about 20-25M/year. Of course they are moving to 0.13 which adds about 60% and apparently increasing wafer runs -- to really be at capacity? However, Hammers will be about 25% larger and the Athlons are scheduled for additional cache (256->512) in 4Q02. EDIT: As you noted, AMD has entered into an agreement with UMC. The agreement provides for foundry services (4Q02->1Q03 start?), access to research facilities on existing 300mm lines and a joint venture for a 10,000 WPW 300mm 0.065 fab scheduled for startup in 2005 or so. -PT

To: Just_Observing who wrote (49327)	5/30/2002 9:05:47 AM
From: alydar	Read Replies (1) \| Respond to of 64865

<<And now manufacturing expertise as well as semiconductor investment is growing fastest in Taiwan. No wonder AMD is outsourcing production to Taiwan. Yet another threat to Intel.>> speaking through experience, once the asian countries can produce a product nearly as good as yours, you are screwed. margins will come down, market share evaporates, and you have to go to a shrink to get some xanax. it appears that intel might be in for a major hangover. rocky.