Replies to post #52011 on Advanced Micro Devices Inc (AMD)

[chipdesigner]

AMD's capacity increases substantially as 130nm converts to 90nm. So there's your capacity expansion by mid-year.

(Consider 193 / 114 = 1.69 and 144 / 84 = 1.71 times as many die per 200mm wafer for K8 parts. For 130nm K7 to Sempron K8, it is 101 / 84 = 1.20 times for Barton and 84 / 84 = 1.0 times for Thoroughbred.)

But what makes you think it was capacity that limited K8 in 2004, and not demand?