AMD strictly moderated (AMD)

[CombJelly]

"IF AMD is going to double their capacity in the next six months, if everything is so rosy, why contract with Chartered?"

What seems to be the case is that AMD is going to start the ramp to 65nm by years end. At the same time, they will ramp Fab30 down and start to convert it to 300mm as capacity exceeds supply. Chartered will be used to produce low cost Semprons as needed. If they managed to lure Intel into blowing out their P4s at $30 a pop, then they can just not order as many from Chartered. Because if 80% of Intel's production is selling for $30...