Fab 30. Not announced, but no reason to expect anything different from when Fab 25 transitioned from CPUs to flash. Once Fab 36 is up and running with 300mm/65nm CPUs then expect such an announcement (2006 with conversion in 2007). Just history repeating itself.
Maybe later. For this decade, Fab30's toolset allows better use. Think Geode: 90nm-K8 for succession of NX. And GX-III.
Sgolds, re Fab30. I believe H Ruiz mentioned at the Fab 36 announcement that they had a number of options for Fab 30 but that it would most likely be used for manufacture of '...high performance logic...'. This is from my less that perfect memory.
mirrorbit growth rate... it is a bit hard to tell from the graph, but these are the numbers I came up with... Q4 '03 125 to 175 = 50 Q1 04 150 to 200 = 50 (no growth) Q2 04 190 to 250 = 60 20% growth QonQ Q3 04 190 to 290 = 100 or 67% growth Q on Q Q4 04 190 to 360 = 170 or 70% growth Q on Q
Now it may be that they have already booked the mirrorbit output for Q3 and Q4 and the inflection in growth rate from about 10%/quarter to 70%/quarter will really happen... but I think it is just a prediction.
We see a fairly steady runrate of 230nm capacity. In 2002 AMD took a charge of about $300M to shutdown two older logic factories. I would tend to follow the advise of KFP and believe that AMD will do a better job this time and move employees over to JV4 when it is time to close JV1 and/or JV2... but until that time I do believe they will be a drag on gross margins. --Alan
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