SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Rink who wrote (228408)3/19/2007 11:47:24 AM
From: golfbumRead Replies (1) | Respond to of 275872
 
could this be a means to stretch out capex?

theoretically if they don't do 65nm in fab38 and don't ramp 45nm until 09 then they could stretch the capex intended to move fab30 to the "next great thing" over a longer period.

of course they lose capacity in fab30 while doing so but fab36 is doing "wonderfully."

at least it saves them buying 65nm rapidly for fab30 conversion.

dunno...

gb



To: Rink who wrote (228408)3/19/2007 12:33:16 PM
From: j3pflynnRespond to of 275872
 
Rink - Skipping 65nm at Fab38 would help explain the claims of getting to 45nm early.



To: Rink who wrote (228408)4/6/2007 2:56:52 AM
From: RinkRespond to of 275872
 
Tim Luke from Lehman: "the pricing backdrop for AMD may worsen before it gets better": blogs.barrons.com

Regs,

Rink


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News