Advanced Micro Devices Inc (AMD)

[bobs10]

In terms of products, there will be mobile chipsets on the low power 65nm process.

me...

It's kind of unsual for INTC to be using its' top fabs for chipsets isn't it? When you say low-power chipsets are you talking Merom chipsets or the ultra-low power processors that INTC has said they will be coming out with next year? Why do these chipsets need to be produced in INTC's fastest fabs, or is it a capacity utilization thing?

you...

I suspect of the four 65nm factories about 1.5 of them will be used for lower power "other" stuff and about 2.5 of them for CPU's.

Me...

Any idea what the WSPW for the CPU fabs might be? When you say "lower power other stuff" are we talking hand held pda/PC embedded stuff that INTC has been talking about, or is this the communication/wiFi/WMax stuff, or something else that needs to be on 65nm?

I'm sure your quite familiar with where each of those fabs is, but but my understanding is Oregon first(D1C?), then Arizona(F11X?), then Ireland(F24?) and finally Israel(?)?

Any idea what INTC has in mind for flash?