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To: steve harris who wrote (169971)8/25/2002 1:50:06 AM
From: wanna_bmw  Respond to of 186894
 
Steve, Re: "AMD will be outsourcing their cheap chips.
They will be using their Dresden plant for their best chips."

VIA outsources their cheap chips on TSMC's mediocre .13u process. It has won them only 1.5% of the CPU market, because these CPUs are far less competitive than CPUs from Intel or AMD. If AMD expects more out of UMC, what are they going to do to make it happen? I can't think of anyone in the CPU market that has been successful so far in relying on foundry assistance. Will AMD be the first? How?

Re: "Intel is wasting resources to fabricate cheap chips.
These resources could be used for their best chips."

You bring up an interesting point. The answer lies on whether it is less expensive for Intel to fabricate their own "cheap" chips (i.e. Celeron), or pay someone else to do it. We know that there is a segment of potential buyers who are only willing to pay "so much" for a PC, and they don't care what kind of CPU they are getting "inside". It's a market that Intel needs to have a presence in, or else they lose it to their competitors. Right now, with the advantage in yields and process technology that Intel has over the foundries, it may be cheaper to do it themselves.

wbmw



To: steve harris who wrote (169971)8/25/2002 10:20:00 AM
From: Yousef  Read Replies (1) | Respond to of 186894
 
Steve,

Re: "AMD will be outsourcing their cheap chips. They will be using their Dresden
plant for their best chips."

Well Steve, based on AMD's last quarter losses ... AMD has many "cheap chips". In fact,
this is their "biggest problem". They can't get their ASPs up. <ggg>

Make It So,
Yousef



To: steve harris who wrote (169971)8/25/2002 12:20:08 PM
From: Windsock  Read Replies (1) | Respond to of 186894
 
Re:"AMD will be outsourcing their cheap chips."

All of AMD's chips are cheap. That is how they lost $300 million last quarter. Which of these el cheapos do you think that AMD will outsource?

Note that the 90 nanometer process will be a joint development with UMC and will appear at a new fab built by UMC, not a fab built by AMD. So state of the art AMD products in the future will be made by a UMC foundry.


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