Replies to post #78481 on Advanced Micro Devices Inc (AMD)

[kpf]

joe

I think Intel should dump NAND as well

Any idea what Intel should do with the fabs after CPU, then?
Chipsets are not enough to utilize these, and the competition is trending to leading-edge nodes with chipsets already.
Foundry-ops? Hard to compete against asian fabs.
They try to sell one currently. Lessee if and how that works out.

I am a little suprised by the negative reaction on WS.

Intel does not talk about mss anymore. And it plans to ramp one fab less in the next node than in the current node. I don't intend to ignite a discussion on diesize-economies, i just mention it because i believe the street connects these nodes in way to explain the market reaction.

K.

[wbmw]

Re: I think Intel should dump NAND as well. After Googling a little last night, it appears that Samsung is going to charge trapping technology when the process technology gets to the 40s nm, Spansion will certainly be there, and I think Intel will end up holding the bag with bunch of fabs (by then) and an obsolete technology.

I don't think Intel would be hopping on the NAND train if they thought they would end up with obsolete technology. But you are free to believe that if you want.