Advanced Micro Devices Inc (AMD)

[bobs10]

Your right pre-tax loss of NT$862 million for the quarter. I misread the NT$150 million as being the quarterly figure. That does include a currency loss of NT$170.

Since both AMD and Macronix are Saifun customers I wonder how much of the parternering speculation is being driven by mutual needs. Micronix being on 250nm and moving to 150 seems to indicate that they are way behind AMD and INTC in flash tech/production capabilities. Still the mention of of an idle 300mm fab is interesting.

Personally, I think Hector believes that AMD has the design and cost structure to go head to head with INTC in a flash price war. This Macronix talk may be part of a plan to flood the market with NOR flash that only AMD can make a profit on.

In any case if AMD is serious about ORNAND they will need a lot more flash capacity.