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

To: Joe NYC who wrote (256440)	10/7/2008 12:24:00 PM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: Wouldn't it make sense for AMD to finally start fabbing its own graphics chips? Fuad: fudzilla.com Dresden is completely focused on IMB’s Silicon on Insulator (SOI), while graphics and Intel’s CPUs are produciing bulk silicon in High or Low – K process. In order for AMD to start making its own GPUs they need to make some factory changes to produce bulk and this will happen through 2009. A head of communications at Foundry Co. Jon Carvill, has just confirmed that these adjustments will take place through 2009 and that AMD will be able to start production of bulk silicon by early 2010. Realistically this indicates a full ramp production will start in 2010 and that as of 2010 The Foundry Company will be in competition with its old friend TSMC for ATI GPUs. The upstate New York factory will also be capable of producing bulk silicon as we were told that this is the majority of the silicon market and that Silicon on insulator is used mainly by AMD for its CPUs.