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To: Lizzie Tudor who wrote (183930)	4/1/2006 12:30:34 PM
From: Gottfried	Read Replies (1) \| Respond to of 186894

from the Inquirer on fab 36 theinquirer.net

To: Lizzie Tudor who wrote (183930)	4/1/2006 12:57:38 PM
From: Sarmad Y. Hermiz	Respond to of 186894

from the amd CC in mid-January. chipstockblog.com On the manufacturing side, our Dresden team continues it excellent performance record, both in terms of the continued operation of our World Class FAB 30, as well as in ramping our new state of the art 300mm FAB 36, which more than doubles our capacity in the next 3 years. . . . Production shipments are expected to begin before the end of this quarter. --------------- The CC comment says ramping of fab 36 will take 3 years. So the process is in very early stage. Which means the fab utilization is very far from "full" at this stage. By "empty", I didn't mean there is nothing in the shell. I meant it is far from "full" and much closer to "empty".

To: Lizzie Tudor who wrote (183930)	4/2/2006 1:59:29 AM
From: etchmeister	Respond to of 186894

do you have a source about AMDs fab 36 empty? It's not empty - not at all. But both INTC and AMD use water to cook and whoever thinks 65 nm is slam dunk might get a surprise; AMD placed orders for 36 some time ago and now S'pore is ahead (hard to believe) Applied Materials to help equip AMD's German fab Austin Business Journal - December 16, 2004 * Print This ArticlePrint this Article * Email this ArticleEmail this Article * ReprintsReprints * RSS FeedsRSS Feeds * RSS FeedsMost Viewed * RSS FeedsMost Emailed Advanced Micro Devices Inc. has placed an order with Applied Materials Inc. for 300 millimeter equipment to manufacture its advanced microprocessors. Santa Clara, Calif.-based Applied Materials (Nasdaq: AMAT), which employs about 2,262 people at its Austin manufacturing plant, received the equipment order from AMD for its future 65-nanometer generation 64-bit microprocessors. The orders cover a range of process technologies, including Applied Materials' most advanced etch systems, and metrology and inspection tools, which will be shipped to AMD's new Fab 36 in Dresden, Germany by the end of the month. Financial terms of the deal were not released. Fab 36 will produce chips on 300 mm wafers, initially planning to manufacture about 13,000 wafers per month. "Applied's breadth of 65nm-capable process and inspection technologies, combined with its extensive support capabilities, were key reasons for this major equipment technology purchase, which will help drive AMD forward for the next several years," says Gary Heerssen, senior vice president of corporate manufacturing for AMD. Sunnyvale, Calif.-based AMD (NYSE: AMD), which employs about 3,000 people in Austin, designs and produces microprocessors and Flash memory devices for the computer, communications and consumer electronics industries.