Advanced Micro Devices Inc (AMD)

[Elmer Phud]

CJ - Nor have you [RGood] made any case for 300mm. Sure, it helps cut costs, but it is of no use to AMD if a) SOI wafers aren't readily available in 300mm and b) they aren't running at capacity in their fabs. To do it just "because Intel is doing it" isn't really sufficient. Now at some point they'll have to use 300mm because the equipment they need won'y be designed for 200mm, but that time isn't now. Which is why they are researching it.

You don't wait until you need something to build it, not when it takes ~2 years. Why did AMD think they needed it enough to do a joint venture with UMC but then change their mind and decide they didn't need it? Intel is still adding capacity at a fast pace. A huge 12" just came on line (F11X) plus another ready and waiting to turn on the tap at 90nm (D1C) and 3 more in construction/conversion, (D1D, F12 & Ireland). What is Intel thinking? What do they anticipate that AMD doesn't?

BTW: I think the term "Jihad Jerry" is appropriate here because it captures the essence of AMD's business plan over the last 20 years. Anyone who denies that hasn't been paying attention.