Replies to post #7967 on Advanced Micro Devices Inc (AMD)

[Dan3]

Re: Fishkill is a small fab

The dedicated FAB is mostly for R&D, I think. Production would come from unused capacity at the main Fiskill FAB (presently 2/3's of the FAB) that has 100,000 sq. ft. of cleanroom space, already in volume production at .13 SOI.
http://www.albanynanotech.org/info/news/futureupstate.cfm
http://www.emsnow.com/npps/story.cfm?ID=1710

IBM is also in a position to rapidly increase its production capability, if the demand justifies it.

Add in high end production from the research FAB, and an upgraded Dresden, and AMD has access to more capacity than they were being given credit for.

They are continuing to use UMC to FAB chipsets, and given the price of Opteron and Athlon MP motherboards, AMD is likely getting a helpful revenue stream from UMC production facilities, as well.