AMD strictly moderated (AMD)

[wbmw]

Re: They are shooting for 20k wafer starts per month by the end of the year. i.e. a steep ramp.

This is incorrect. They said full production (20k WSPM) as of *next* year, and that the ramp would be mostly linear. That means if we assume 7 quarters between now and then, they should ramp about ~14% (2800 WSPM) per quarter.