Advanced Micro Devices Inc (AMD)

[bobs10]

Interesting, if it wasn't to be IBM then Chartered would have to be the second choice given their close association with IBM.

It's hard to say how well this will work, kind of sounds like UMC repackaged, but for sure it says a lot about demand for AMD's products, or at least what AMD's management thinks about demand for AMD products.

"and now with this relationship, the incremental capacity to fulfill our planned volume demands. We believe that all of our customers around the globe will benefit from this relationship."

I'm still wondering about fab36. When that comes online AMD should have enough capacity for every processor needed for a very long time. Maybe their farther along but it sounds like it will be late H1 or early H2 before Chartered is able to start producing parts.

"Chartered will begin integrating APM into Fab 7, its 300mm wafer fabrication facility in Singapore, starting in the fourth quarter of 2004."

Maybe fab36 will be later than expected coming online, but it doesn't seem to make much sense to get into this kind of arrangement for a couple of quarters production? Or maybe AMD has other plans for fab30?