AI
Tuesday, January 13, 2004 5:02:59 PM
1. There is not much excess capacity out there now. Foundry utilizations rates are at record levels.
2. For AMDs current SoI process, there is no foundry at all with an appropriate toolset to manufacture AMDs products
3. AMD has already broken ground for a new 300mm fab in Dresden to migrate to their next process.
4. Given the challenges on the manufacturing front, a foundry strategy for High-Performance products would be completely nuts.
K.
ps: Please check your pm for the adress to send the billion-dollar-cheque to
Facts are irrelevant to the emotional brain
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