Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: dougSF30 who wrote (229963)	4/14/2007 7:10:42 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

doug, Pete already has the escape clause. AMD can (in principle) outsource 90 nm to chartered. Since AMD does not legally own the chartered fab, it doesn't count as an AMD facility. Personally, I do not believe that Chartered can produce high bin 90 nm opterons. But that is another argument altogether. However, there is a more relevant issue. If AMD's APM was effective at 65 nm, they should have released a 2.7 GHz part by now. Or at least, shown availability of the 2.6 GHz. Obviously, AMD engineers are not asleep, since they did release a new Opteron 90 nm higher bin. I can't believe they are not trying their best for same on 65 nm. Do you recall in the past how long they go without making any visible progress on a new process node ?