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

To: combjelly who wrote (155285)	4/8/2005 12:51:54 AM
From: cruzbay	Read Replies (1) \| Respond to of 275872

"Now given that the equipment and process for 90nm is likely already in place in Fishkill, they could probably have 90nm production wafer starts as early as next quarter, albeit late Q305". I know about the long-term IBM development contract, as well as rumors of CPU production, but is it confirmed that production will take place at Fishkill? Do you have links on this?

To: combjelly who wrote (155285)	4/8/2005 2:41:06 AM
From: dougSF30	Respond to of 275872

Consider that the first 65nm wafers started through Fab36 last month. Actually, they did not say that. He said first wafers. Were those 65nm, or 90nm? It isn't clear. That was one of my email questions to IR.

To: combjelly who wrote (155285)	4/8/2005 6:06:59 AM
From: Rink	Respond to of 275872

AMD 'on schedule' for 2006 65nm 300mm production AMD has begun producing 300mm wafers at its Dresden, Germany-located Fab 36 plant, a key step in its plan to enter full-scale production next year. The chip maker is currently churning out SRAM memory chips in order to qualify the production equipment, Tom Sonderman, AMD's precision manufacturing chief, said this week in an interview with EETimes. "We are making great strides with IBM and our SRAM yields are hitting all our milestones," he said. "The whole idea is to begin to process 65nm in the middle of 2005 and bring it into production in 2006. We're certainly on schedule." According to Sonderman, by the middle of this year, all of AMD's 64-bit processors will be fabbed using a 90nm SOI process. Most of the company's AMD64 chips already are, with only older CPUs like the Athlon MP and the 32-bit Sempron line actively being fabbed at 130nm - and even these may be being sold from existing stock rather than new wafer starts. AMD is currently working with foundry partner Chartered to install AMD-qualified equipment in Singapore ahead of Chartered's roll-out of AMD64 CPUs next year, Sonderman said. AMD is believed to be pursuing other foundry deals, primarily as a way of reducing its exposure to the ever-increasing cost of building and equipping processor production plant. theregister.co.uk The second quote I bolded gives the impression that the roll-out of AMD64 cpu's is not more than logical, imminent. This contrasts my view that AMD's relationship with Chartered is only a relatively cheap if-Dell-comes-along-then-we-have-Chartered kind of option that will probably go unused. We'll see... Regards, Rink