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

To: Mahmoud Mohammed who wrote (264413)	8/25/2010 2:05:12 PM
From: jackthetab	Read Replies (1) \| Respond to of 275872

Re:"Re: "Advanced Micro Devices (AMD) will not use Taiwan Semiconductor Manufacturing Company (TSMC) ..." Better stick to your "roses", Jack." I think it is quite possible AMD is using GF as a way to encourage TSMC to give them more fab priority to avoid further capacity constraint issues. Additionally, nVidia is slowly going the way of the dodo. TSMC could lose AMD as a customer altogether and be left tethered to a gpu company that can't sell or design manufacturable gpus. Not a good position to be in. Besides, these chips are generally easier to manufacture even if GF would have to make significant tweaks to get them be consistently manufacturable. One must assume that a vertical integration strategy was on the table from day one of ATI acquisition. When TSMC began costing AMD real money, I'm sure AMD began working on ways develop in house manufacture in earnest. I'm sure they had already done quite a bit of work to make this a reality one day, and TSMC's inability to execute just accelerated the process. Not a bad idea to have a second source especially when it is yourself....I mean GF.