Advanced Micro Devices Inc (AMD)

[j3pflynn]

sgolds -

1) Since mas's post referenced a combined output of 45K 300mm WPM by the end of 2008, and Hans Deppe said he expects Fab36 to be at "20,000 wafers per month in the second half of 2007"( http://www.eetimes.com/news/latest/business/showArticle.jhtml?articleID=187000006), I guess it comes down to what the demand is and what they do with Chartered. Maybe they'll phase Chartered out as Fab38 comes fully on line? If they plan on phasing out Chartered by then, it sounds like they'd be approximately at parity; if not, then I guess Fab38 will be somewhat lower in production at that point in time than Fab36.

#2 2)Fab36 will go to 65nm soon, and I can't imagine Fab38 would start any larger than 65nm.

3) Purely by wafer size, two 300mm fabs would give you @4.5 times the capacity of current Fab30 output, and that doesn't take into account the 90nm->64nm transition or edge loss improvements. Pretty hard to try and be an oracle on what the product mix will look like from this point in time; heck, we don't even know what their next major product will completely look like, much less what the market may force by the time Fab38 comes online!

4)If and when Fab30 "closes", Chartered is also there with Fab36 to deal with the transition.

5) ? Your guess is surely as good as mine there.