Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Most probably use a laptop as their primary development platform because of portability - easy to work in the office, in the lab, at home.
I would be surprised if that was the case. I want big monitor, full size keyboard and real mouse, and I don't want to be bent over for hours over a laptop.
The solution is a docking station..... Click.... Full size monitor, keyboard, mouse. Unclick..... Laptop portability. Of course, as I was told by Management, it's NOT so that I can take my work home with me (cough cough). Best of both worlds though.
Semi
Intel To Sell Unfinished Building In Texas To Government
Thursday July 31, 4:16 pm ET
By Bob Sechler, Of DOW JONES NEWSWIRES
AUSTIN, Texas (Dow Jones)--Intel Corp. has reached a tentative deal to sell the site of its partially constructed building in downtown Austin, Texas to the federal government.
http://biz.yahoo.com/djus/030731/1616001662_2.html
Good, it's about time intel got rid of that White Elephant. Too bad they couldn't get the Texas State Gov't to buy it, since they were the main reason the building was never finished.
Semi
The IBM/AMD Relationship....
Is IBM Prince Charming..... or Hannibal Lecter?
http://www.overclockers.com/tips00419/
My bet is that AMD is soon to be "Invited To Dinner"
Semi
Ed Stroligo's Take On Opteron MTOPP Scores
http://www.overclockers.com/articles790/
Semi
True, he has, but I think you said this BBS should be for investors about AMD investment? I think there is room for balance both, since they are related.
Anyway, I would appreciate the techincal insight more, if it was not intentionally misleading, as some of chipguy's posts are.
Joe
You have made accusations twice now, that Chipguy's posts were "intentionally misleading" (which by the way, might be considered a personal attack). Question: How pray tell do you know it was "intentional". Couldn't it actually been an honest mistake? Is that not also a possability?
Semi
RGood:"IBM canned AMD once before - Better hope they don't do it again. "
CombJelly: What on earth are you talking about?
http://zdnet.com.com/2100-1103-271556.html
IBM ditches AMD in North America
IBM has quietly discontinued using Advanced Micro Devices' chips in PCs sold in North America, as the battle for market share between AMD and Intel intensifies.
http://www.ebnonline.com/story/OEG20010817S0072
AMD suffered a blow to its hopes in the corporate market this week when IBM Corp., Armonk, N.Y., announced that it would discontinue selling its NetVista PC line in the U.S., which used AMD's Duron processor.
You must have very expensive utilitiy rates or you buy your
CPU's for $20-$30, because that what the electricity costs
of running a 100 watt bulb eight hours/day X 800 days would
cost in my neck of the woods. Electricty costs in most
western ecomonies are laughable, its one of the reasons people
do not conserve.
I just saw an SRP (My Power Company) commercial on tv recently where they stated that the cost of running a 100watt bulb for 8 hours = 6 cents.
Semi
What I really dont understand is that yield models "for final wafer sorts" do not take the number of metallic layers into consideration: I can hardly imagine defects on and between these layers would be completely irrelevant. Could you (or somebody else) could elaborate on this? (Is this implicitely in different defect densities for different numbers of layers?)
The Dual Damascene Cu Process uses a different technique than the previous Aluminum Process. In Aluminum, the entire wafer was Sputter Depositioned with a layer of metal, then the areas that were not required to have metal traces were etched away. This had a tendency to create the potential of increased particulate matter at the metal layers. In the Cu Process, the standard technique is to "Flow" the liquid Cu in trenches to ceate the traces, and therefore lessens the Metal Layer Particulate present.
Particulate Defects also generally have less of an impact on the Back End metal layers, due to the small size of the Via's, and since there is extensive Wet Cleaning of the Via's and Contacts between each metal layer, prior to the formation of the Metal Layer Interconnects.
Also, generally, a particle landing on the surface of a metal trace, is much less of an issue than a particle landing for example, on the source/drain junction on the front end. After the Via's are formed, a particle would need to be extreamly unlucky to "fall into the via", and in any case, would most likely be cleaned out by the Wet Clean, prior to the via being filled with the interconnect.
The main defect issue on the back end is actually VIA formation, Trench Formation, and Native Oxide regrowth. Particulate Defects probably come out somewhere in the top 5, but I'm not sure I would say top 3.
Semi
AMD can't and doesn't have the infrastructure to support
the backend services once the server is installed.
Anandtech Motherboard Maker CEO Forum: Their take on AMD's Server Potential
http://www.anandtech.com/showdoc.html?i=1837&p=4
3. AMD has recently introduced their Opteron processor for the server market. Do you foresee AMD as a long term player in the server market, a segment that Intel has traditionally dominated?
CEO #1: AMD has a great chance in the entry level / dual server board, and we believe AMD will gain more share in this segment.
CEO #2: We are happy to see there is another well-known core logic designer to join this market. It seems that Opteron will provide an advanced architecture for entry-level server solutions. But Intel has dominated so much in this field; for catching up on integration ability, AMD has a long way to go.
CEO #3:
1.Major players in the iA server market are IBM, HP, and Dell. It will take time for AMD to design-in.
2. In fields, Corporate concerns are reliability, stability and service - total cost of ownership. AMD hasn't gained the position in commercial space.
CEO #4: I do not think AMD will be a long term player in the server market. However, they will give a short-term influence to the market.
CEO #5: It is hard to change brand/quality image in the server business. AMD has a long way to go.
CEO #6: We consider AMD to be one of contenders in server segment just like what it is in the Desktop PC market, taking a certain market share gain. But the key player in server segment will be Intel, still.
CEO #7: X86-64 makes sense.
CEO #8: The server market is a difficult one to jump into and has different demands on CPU makers. AMD has made a good start with Opteron but not a strong one in terms of sales. They have many issues to still work out, and their limited tech support is certainly an issue that needs to be addressed if they are to be taken seriously by the server market. AMD will not be a dominate player in this market at least over the next few years, but have a good chance at occupying a niche segment.
CEO #9: It's still quite a tough challenge for AMD.
It should be noted that at the time of the survey, IBM had not announced their server line that utilized AMD's Opteron processor. The majority of the CEOs are confident that AMD is going to be a long term player in the server market. But all of them pretty much agree that AMD has yet to prove their abilities to the market and still has a long way to go.
The server market is consistently seeing a shift to cost, particularly as the struggling economy demands it. However, no large corporation is going to be willing to trade stability or longevity for cost. Downtime at VISA, even for a short duration, can create losses in the millions and or billions, all because of an unreliable server. In order for AMD to be successful on a large scale in this market, it must be able deliver everything Intel can (performance, longevity, stability, etc…) and still be able to focus on their price point. For commercial servers, reliability will be an ongoing key factor that AMD will need to prove.
Sniff, sniff. I smell an urban legend.
OK, Urban Legend. Regardless, even if (Insert Persons Name) didn't deliver the speech to (Insert School Names)'s Graduating Class, then, it ought to be delivered to every class. IMO truer words are hardly ever written.
Semi
OT: Bill Gates Advice To High School Seniors
(Sent To Me From A Friend)
To anyone with kids of any age, or anyone who has ever been a kid, here's some advice Bill Gates recently dished out at speech to MT. WHITNEY HIGH SCHOOL, in Visalia, California about 11 things they did not and will not learn in school. He talks about how feel-good, politically correct teachings has created a generation of kids with no concept of reality and how this concept set them up for failure in the real world.
Rule 1: Life is not fair-get used to it.
Rule 2: The world won't care about your self-esteem. The world will expect you to accomplish something, BEFORE you feel good about yourself.
Rule 3: You will NOT make $50,000 a year right out of high school. You won't be a vice president with a car phone, until you earn both.
Rule 4: If you think your teacher is tough ... wait till you get a boss.
Rule 5: Flipping burgers is not beneath your dignity. Your grandparents had a different word for burger flipping ... they called it opportunity.
Rule 6: If you mess up, it's not your parents' fault, so don't whine about your mistakes, learn from them!
Rule 7: Before you were born, your parents weren't as boring as they are now. They got that way from paying your bills, cleaning your clothes and listening to you talk about how cool you are. So before you save the rain forest from the parasites of your parents' generation, try delousing the closet in your own room.
Rule 8: Your school may have done away with winners and losers but life has not. In some schools they have abolished failing grades and they'll give you as many times as you want to get the right answer. This doesn't bear the slightest resemblance to ANYTHING in real life.
Rule 9: Life is not divided into semesters. You don't get summers off, and very few employers are interested in helping you find yourself. Do that on your own time.
Rule 10: Television is NOT real life. In real life people actually have to leave the coffee shop and go to jobs.
Rule 11: Be nice to Nerds. Chances are you'll end up working for one.
God Bless America.
Bill
LCD prices rise on Centrino demand, poor yields
http://www.theinquirer.net/?article=10619
This is the part that was really interesting....
Further, said the market tracking firm, panels for notebooks stayed very high in June, largely as a result of shipments of Intel Centrino notebooks, and as corporate and other large buyers started to buy.
Centrino Train is really rolling now!! Chooooo-Choooooo
Semi
For a change of pace, I would like to hear people's thoughts on Intel's current prediction of gross margins rising to 54%. If I'm not mistaken, the prediction was for GMs to average 54% for the year, implying numbers greater than this for Q3 and Q4 (given that the GM was around 50% for Q1 and Q2).
I presume that Pentium M and Pentium 4 prices will decline throughout the remainder of the year until Dothan and Prescott arrive. For Q3, where could the uptick in GMs originate?
Probably several things. First, what was mentioned in the CC that Development Engineering resources are being shifted from the 0.090u to 0.065u. The second part would most likely be the continuing cost reduction projects by the High Volume manufacturing PE's on 0.13u Process. Also, going forward most likely sometime in Q4, you will also begin to see some returns on cost reduction projects now starting on the 0.090u Process.
Semi
So if you're going to whine about one-liners and insults, you can at least do it "properly."
Tenchu
Ten, Thank you so much, I appreciate it. If I ever should desire to point out in the future, that once in awhile, "Everyone" on most message boards, does a little unflattering labeling, and mudslinging, and I need to link to such posts, then I will be sure to follow your suggestion.
Thanks Again
Semi
Apparently this board is no longer about investing in AMD, it's now about making unflattering characterisations of each other, putting labels on each other and general mudslinging:
You forgot a few:
http://www.investorshub.com/boards/read_msg.asp?message_id=1201500 "It seems you'd rather believe your own conjectures than the reports from eye witnesses."
http://www.investorshub.com/boards/read_msg.asp?message_id=1200495 "or you just prefer not to let facts get in the way of your preconceptions?"
http://www.investorshub.com/boards/read_msg.asp?message_id=1198009 "Remarkably clueless analyst report:"
http://www.investorshub.com/boards/read_msg.asp?message_id=1199360 "Sounds like wishful thinking to me."
http://www.investorshub.com/boards/read_msg.asp?message_id=1203633 "Did you even read the reports I linked to"
You're right, things have gotten pretty bad recently.
Semi
Looks like not all is well at IBM fabs...
According to here, they also may be having Yield issues...
http://www.eet.com/semi/news/OEG20030717S0033
Despite a recent slew of foundry customer announcements, IBM's chip unit has been hurt by a "slow improvement in yields," with "demand not yet improving," according to the report.
Well then, I guess it's a good thing that AMD partnered with them, so that AMD can help them with Yields...... Oh wait, never mind.
Semi
SemiconEng, so you are using Inquirer as absolutely reliable source? Good. Next time I will use it against you. Please make sure to remember that you owe this to me.
My, My, touchy today, aren't we? Had a bad day yesturday?? I didn't say anything about "absolutely", everyone knows the reputation of the inquirer, I simply posted what they wrote. Is bad news speculation from the inquirer allowed by you, on this board, only when it is positive about AMD, or negative about intel? I notice you don't post arguments as vehemently when AMD fans post those. Also, I notice, that you don't seem to have quite as much heartburn with the inquirer when you post it.
http://www.investorshub.com/boards/read_msg.asp?message_id=1019260
Semi
Winsock, any financial problems of Newisys are pure speculation and are not based on any information we know, unless you have insider info.
http://www.theinquirer.net/?article=10525
Newisys blames lack of demand for AMD Opterons for sale
Will staff now be forced to make Intel motherboards?
The problem is not many people were buying Opteron boxes - and as far as we can gather, still aren't. Moles at Newisys say that Clay Cipione likes to put it this way. "We've done all we can to make AMD successful. Now it's up to them".
Newisys To Be Bought By Sanmina-SCI
http://news.com.com/2100-1010_3-1026326.html?tag=fd_top
Newisys, a start-up hoping to popularize the Opteron chip from Advanced Micro Devices, is being bought by contract computer manufacturer Sanmina-SCI, according to sources close to the company.
Semi
Check This Out, I Made Today's "Video" Click on Intel Upgrade Video...
http://www.investorshub.com/boards/default.asp
Transcript:
http://www.bubblevision.tv/transcripts/trans2.html
Now that I'm "famous", anybody want my autograph???
Semi
OK, check this out:
Interesting, but I like this one from the same research company even better:
http://www.valleyviewventures.com/contentEditor/link2file.php3?file=Wintell.pdf&linkas=4
Wintel EVERYWHERE.
I stand behind my original comment that Centrino is not selling well in the consumer space. Not that its a bad chip, no, its a very good chip, but Intel has trained the consumer to buy MHz.
Well, that wasn't your comment. Your comment was "Centrino is not pulling it's weight". You didn't say anything about "Consumer space". Besides, every single unbiased report about Centrino sales, contradicts your comment, so I guess that tells me something, doesn't it?
Semi
As I said, Intel is a much better marketing company than AMD. However, coming from an engineering background, perhaps I have a weakness for the company that tries to succeed with a better product line - while Pentium-M is very good, it represents the end of the x86-32 era. AMD has picked up the torch.
There's nothing wrong with rooting for the underdog, it's human nature. As long as the person doesn't let it blind them to the reality. Whether AMD has a "better" product line is very debatable, since "better" is such a generic term, and means allot of different things to allot of different people. Betamax was considered "Better", but where is it now?
IMO, it appears that the so called AMD torch, is choking on it's lack of fuel. AMD better focus their energy and resources, and concentrate on making sure that torch doesn't fizzle out. With Sep22 intro for Clawhammer, AMD misses the Back To School Season. If AMD also misses this Christmas Season, it could be Torch lights out.
Better get to Clawhammer on time..... Or Else.
Semi
SemiconEng, I agree, Centrino is moving despite the fact that we all agree it is grossly overpriced. (OK, you Intel fellows prefer the word premium to overpriced, but it comes to the same thing.) I've been looking at notebooks for a couple of people, and it is amazing how much money those Centrinos are fetching!
Right, and isn't that the objective of selling new products, making more money?
Which could leads one to conclude that the reason to be long Intel is faith in the stupidity of the typical consumer.
I think the public is buying Centrino because intel is offering them what they want. I don't believe they're stupid at all. But I guess I give the general public more credit then some people do.
But I will not really conclude that! Centrino is a great marketing ploy that will get old after a few months, and the prices will subside.
Then why do I have the feeling that if Centrino were an AMD product, instead of an intel one, then your opinion would be, that instead of a "Marketing Ploy", that it represented the greatest technology since the toaster?
Does renew my faith in the ability of the consumer to see through P4 hyper clockrates! :)
As well as AMD's QS ratings? Aren't these the same consumers that you just called "stupid"? Now I guess they're not, eh?
Semi
Reworked or added alot of cache. Getting premium prices for a five year old design that was cut short for P4. P4 will not find as favorable place in history as Piii IMHO.
Who cares about history? Let me clue you in to something about investing. It's not about history, it's about Making Money. P3 is still Making Money, YEARS after all the development costs have been paid. That's what matters to intel investors, not some B.S. History fantasy.
Not any big deal. It (p4) has worked ok I guess. Glad you got such a haha, although I'm not sure what you are so happy over.
You not sure? Well, I'm happy that P4 is selling better than Athlon. I'm happy that according to almost all the reviews that P4 performs better than Athlon, I'm happy that P4 commands higher prices and delivers higher ASP than Athlon, and i'm happy that my investment in intel is doing so well. I notice that you don't appear to be so happy though.
Semi
I suggest you look again. Circulars do have items that are on sale, but they also have many(often more) items included which, although they may be perceived as "sale" items by the customer because they are a good value, are actually normal price items with good margins for the retailer.
The Circulars I get, all say "Sale". But the point that Petz was trying to make, is that Centrino is not selling well, because it does not show up in these Circulars. So, then am I to assume that you agree with Petz that Centrino is not "Pulling It's Weight" because it does not show up in Best Buy and Circuit City Curculars?
http://www.investorshub.com/boards/read_msg.asp?message_id=1017865
http://www.investorshub.com/boards/read_msg.asp?message_id=1021394
Semi
Dan3, funny and true. Probably why they make such a big deal when you call it Piii. They want you to call it Pentium M. Like it might be a Piv derivitive. And then the Centrino has 802.11 integrated and you have to pay lip service to get the sweetness from big brass butt. Actually I think if you are a disti you can't call one a Centrino unless you buy Intel's 802.
Pretty funny situation. You are right on, it makes a good chip with big cache. All that capacity.
Your right, there's plenty of reason to laugh. You know what I find Funny....?
Intel took P3, reworked it, threw a couple of chips in with it, called it Centrino, and is getting premium prices for a >5 year old chip!!
Intel's Centrino is certainly taking Market Share from AMD! Heard any positive sales reports about AMD Wireless? Me neither.
Analysts are expecting intel to announce revenue at the upper end of their projections.
While AMD is losing money hand over fist.
HAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHA....
Best laugh I've had all day, thanks.
Semi
duplicate
Centrino is still mostly a no-show in Best Buy, CompuUSA and Circuit City circulars because of price. Even the Asus unit reviewed by THG is $750 to $900 "without a CPU, RAM, hard drive or Operating System."
I like the battery life though. My next notebook will probably be a 16x9 unit with long battery life.
Petz
Circulars are for items that are on sale. Retailers use them to move items that are not selling well, not for advertising top of the line products. I don't see Athlon 3200+ or P4 3.2GHz in those Circulars either. There is no need for Centrino to be in a "Sale Circular" when according to several reports, it is selling very well despite commanding a premium price.
Semi
P4 is a terrible core, but now that Intel's getting back to the PIII, they're doing better.
If you mean intel's "doing better" than AMD, I agree. Been that way for quite a few quarters now, and with AMD's continuing losses, and having to beg for Corporate Welfare from the German Government to complete their mask Making Facility, it doesn't look like it's going to change anytime soon.
As for P4 being terrible, Yeah..... Right..... Sure it is. You forgot to repeat the AMD Mantra..... P4's a dud. Of course intel's sales numbers, and revenue from their Flagship Processor don't seem to agree with your "assesment".
You sound more desperate with each passing day Dan. Better get to Clawhammer on time...... Or Else.
Semi
Intel projects unprecedented CPU sales with debut of Pentium M Dothan processors in 4Q
David Tzeng, Taipei; Wen-Yu Lang, DigiTimes.com [Friday 11 July 2003]
http://www.digitimes.com/NewsShow/Article.asp?datePublish=2003/07/11&pages=04&seq=18
Chip giant Intel is projecting record-high sales of notebook processors in the fourth quarter of this year, when it expects to start launching Pentium M processors featuring higher speeds, according to sources at notebook makers in Taiwan.
The new Pentium M processors, codenamed Dothan, will feature 90nm production process and have available speeds of 1.8, 1.9 and 2.0GHz, compared to the current 0.13-micron Banias Pentium M chips supporting a maximum clock speed of only 1.7GHz. The Pentium M Dothan chips will support 2MB of power-managed L2 cache, sources said.
Intel is scheduled to ship the 1.8GHz Pentium M Dothan processor in October at the earliest, while shipments of 1.9 and 2.0GHz ones should start in the first and second quarter of 2004, respectively, according to sources.
Sources added that major Taiwanese notebook makers like Quanta Computer, Compal Electronics, Asustek Computer and First International Computer (FIC) have already obtained preliminary samples from Intel.
With speculation that these Dothan processors are to be available in q4, we can expect Centrino Notebooks with these chips by Christmas. The Centrino train keeps a-rollin. Choooo-Chooooo. Now, remind me again who said that Centrino was "not pulling it's weight"? I forget.
Semi
You think it's going to compete with a Athlon64, a desktop chip?
Or did you just mean it might debut at Computex?
Either one.... Or both.
Isn't speculation a wonderful thing?
Semi
The chip is scheduled to debut in the third quarter at $744, according to Intel product plans seen by CNET News.com. That's substantially below the price of Intel's other Itanium 2 chips, which range from $1,338 to $4,226.
Debut in the Third Quarter, eh? Could that be around..... Oh I don't know..... say....... around....... September 22nd, maybe?
Semi
$40 million abode tops NYC high living record
Thursday July 10, 3:54 pm ET
By Ilaina Jonas
NEW YORK, July 10 (Reuters) - A British financier has agreed to pony up $40 million for a 12,600 square foot apartment in AOL Time Warner's intended new home at the edge of Central Park, making it the most expensive apartment sale in New York City history.
I don't know if you can judge Real Estate by an apartment that Borders "Central Park SouthWest". That area, surrounding Central Park in Manhattan, as well as the Park itself, is already known for being almost the most, if not THE MOST, expensive Real Estate in the USA. Still, it's certainly not cheap. Since I didn't win the 250million Powerball last night, I think I'll just stick with my 1400 sqft 3BR 2Ba House.
Semi
Interesting commentary at Overclockers:
http://www.overclockers.com/tips00419/
gb
I think it's pretty well balanced commentary. "Ed" sems to have a way of seperating his "Desire" from his "Logic". Can IBM buy AMD? Sure. Will They? Maybe. Is it the smart thing for IBM to do? I Don't think so.
Semi
P.S. - Hey, do ya think we should charge Ed royalties for that AMDriod label? Where else could he have goten it, eh?
As these chips get smaller and smaller, due to process improvements, the penalty for larger cache gets less and less. At 754 pins, there has to be sufficient chip area to provide all the bonding points to the pins as well, and to provide enough surface area for heat removal.
Die size for Bond Pad Area, actually isn't an issue anymore, since the introduction of the Flip Chip C4 Bump process. It use to be a requirement to have enough surface area around the edge of the die to accomodate the Bond Pads to connect to the gold wire bonds between the die and the pins. Now the chip is flipped over, and the Bond Pads are conncted to the pins using little Solder Bumps, so having the bond pads along the edge is no longer a requirement. The pads can be placed anywhere on the die necessary, and the connections to the pins can be made through the package. Of course, heat dissapation is a different story.
Semi
You should learn to respect companies like Intel that can make opportunities for itself unlike AMD, who needs to go begging for benefactors like IBM to keep them alive.
You forgot to also mention the begging they did to the German Government...
http://biz.yahoo.com/djus/030709/0619000614_2.html
EU OKs EUR98 Million German Aid For Optical Photomasks Plant
Wednesday July 9, 6:19 am ET
BRUSSELS -(Dow Jones)- The European Union Commission Wednesday approved EUR98 million in German state aid to Germany's Infineon Technologies AG , U.S. Dupont Photomasks Inc. (NasdaqNM:DPMI - News) and Advanced Micro Devices Inc. (NYSE:AMD - News) to build a microchip plant in Dresden.
Otellini said something to the effect that desktop conversion to 64 bits would not happen until 2010 because it was unnecessary and we all laughed at it. So you think they'll revive Yamhill to do that?
Petz
I think if Yamhill ever did exist, with the introduction of 0.13u Madison it's dead now, and probably forevermore. Yamhill might have been waiting in the wings if Madison was messed up, but with initial scores appearing to come in where intel expected, I believe intel will invest the resources in shrinking the Itanium die, and lowering the manufacturing costs with 0.09u, and 0.065u Processes.
Semi
If Sun will make SparcStation notebooks, we will buy them, because we'd love to have notebooks compatible with our servers. Maybe not so many to justify the new Sun business :)
Do you think going into the notebook market would help Sun? Do they have the resources to do it??
Semi
I honestly think that when Intel can build Itanium processors + chipsets for a total cost of < $100, they will push hard to replace IA32. IMO, this will be in less than 3 years.
The investment in 12" fabs and tools that Intel made was foolish if they aren't plan to be making mostly IA64 within 4 years.
Petz
Maybe they will someday. I think business will get to 64 bit before Home use. Most likely it will be a combination of cost reduction on IA-64 and demand. 3 years sounds about right, probably less. By then intel will have several fabs on 300mm. I can't recall how many are already in operation, and how many announced. Fab11x in New Mexico, Fab D1c (D1D?) in Oregon, IFO in Ireland, and the recently announced conversion of Fab12 in Arizona come to mind. Seems like intel has to do something with that capacity.
Semi