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

To: wbmw who wrote (237652)7/30/2007 12:11:54 PM
From: muzosiRespond to of 275872
 
AMD buys wafers from TSMC to manufacture GPUs, so they have no justification to lower pricing below cost to get these wins, like they do with their own CPUs in order to get the cost benefits of high fab utilization.

ignoring below cost bs, do you think tsmc charges the same amount per wafer if you doubled the number of wafers? there is always a cost benefit to high fab utilization whether the fab is yours or not, maybe not at the same level though.


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