Advanced Micro Devices Inc (AMD)

[kpf]

wbmw: Thanks for your enlighting posting

In fact, realizing Mirrorbit is currently still two generations behind Strataflash in terms of structures, any cost-advantage of this technique for AMD will only materialize if they can successfully lapse one generation (170nm) and prove Mirrorbit is makable in a 130nm-process in volume next year. No idea how probable it is that shrinking from 230 to 130nm can be done successfully. It at least sounds sort of ambitious to me. However under the assumption it is feasable FAB25 could considerably increase output in Mbit-shipments next year again.

So the Mirrorbit-dream still lives on for a while. Just with the same questionmark as for Hammers: Can they make it true in time?

As for Intels pricing-strategy: For the quarter being, Intel concedes some 10 percent Flash-Revenue and marketshare - however if their expectation of demand exceeding capacities will prove to be right in the next couple of months, they will get the marketshares back with inventories nobody else has and still get the prices they looked for in Q1. A gamble Intel can afford to play - AMD in contrary depends on every Million of short-term Cash Flow in the financial situation they are; otherwise I guess they would have tried to balance prices and share-gains a lil bit - as they see some tightness in supply as well for the near future.