That's kind of the way I remember it. In any case the problem probably becomes moot with fab36. I'm sort of wondering just what AMD's production plans are. Right now, with the addition of Chartered they seem to be an "equal opportunity" out-sourcer. As far as I know UMC still manufactures AMD's chipsets and I think Alchemy, TSMC does the Geode, and I would guess Chartered is probably going to do the high volume 32 bit stuff?
The whole picture is somewhat confusing right now. I'm still wondering what AMD is going to do to meet processor demand in q2/3/4 of 05 which seems like it will be crunch time. There could be a year or so lapping 05/06 in which AMD is capacity constrained. I certainly hope everything that can be done is being done to bring up fab36 at the earliest moment. All the good AMD64 press AMD has been getting is definitely going to translate into big increases in demand at some point next year.
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