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10/03/05 5:34 PM

#63258 RE: bobs10 #63253

Re: AMD was stuck at about 7m chips for the longest period of time, and now it looks like they are at about 10+m per quarter. That's a big increase without any increase in fab space.

Transitioning to 90nm gave AMD a much smaller average die size, which is why they've been able to increase capacity. The shift to dual core will increase average die size, but they will also get additional capacity with the new fab.