Replies to post #42147 on Advanced Micro Devices Inc (AMD)

[rlweitz]

I thought the GS report stated that AMD was shooting for an operational Fab36 on 65nm by 1H 2006. If this is true, I don't think 90nm production from Fab36 by mid 05 is in the cards.

[bobs10]

No way will we see product out of fab36 before q106. First samples will be in q405 at best.

AMD still seems to be saying fab36 will come up under 65nm rules, but I doubt that also. They may call it 65nm, but I bet it is really a lot closer to 90nm. It's going to take a long time to develop the markets that will take all the possible processors from a fully functioning fab36. There's no need to rush what has traditionally been AMD's weak spot, production. This seems even more appropriate to me since I'm not completely sold on IBM's capabilities. I'll feel better about things once IBM gets the bugs out of their Fishkill fab.

Until then I see no reason for AMD to be on the production bleeding edge given their design advantages they have over INTC.