Advanced Micro Devices Inc (AMD)

[Dan3]

Re: The $ value of six month less time to market is enormous. There's a question as to whether the value of this extra production should be limited to the products that the fab is likely to produce in its first six months or whether the $ value of getting to market earlier is equal to six months of peak production. Fabs become useless NOT when they are "worn out," but when they are no longer competitive. So a longer planning/construction time actually shortens the lifetime of the fab.

Very good point!

Regards,

Dan