Advanced Micro Devices Inc (AMD)

[bobs10]

Fab36

One of the things concerning me is that 65nm may not be ready by late next year. Combine this with 300mm, even at an advanced state by that time, along with the usual problems of a new fab and I wouldn't be surprised if the equipment isn't brought up on 90nm and converted to 65nm at some time down the road.

It's not like AMD is going to need 65nm production capabilities at first anyway. 300mm on 90nm is going to provide a huge number of chips and it will probably take time for the markets to develop past fab 30s ability to supply.