<strong>1) AMD -- rogue27 commented that AMD fabs are under used -- what a perfectly cheap opportunity for Apple and money in the till for AMD. Why wouldn't IBM make them? For the volume needed for the consumer Macs, AMD may the better deal.
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Capacity Utilization numbers are proprietary information and therefore I can not comment on it. However if you look at numbers published by the SIA (semiconductor industry association) which tracks such numbers, you would see that fabs implementing sub 180nm technology nodes are at a very high utilization rate. Since AMD's Fab30 is now at 100% 130nm wafer starts and Fab25 is aggressively ramping 170nm flash wafers starts I'll let you put 2 and 2 together.
I can tell you that AMD is focused on it's core businesses: PC Processors for the x86 market, Flash memory, and now personal connectivity solutions. AMD is NOT in the business of accepting foundry work as it fills its fabs with business generated by its own products. The only exception to this is a very small amount of foundry work performed for Legerity Inc. which was spun off from AMD's Communications Product Division a couple years ago.
<strong>Capacity Utilization numbers are proprietary information and therefore I can not comment on it. However if you look at numbers published by the SIA (semiconductor industry association) which tracks such numbers, you would see that fabs implementing sub 180nm technology nodes are at a very high utilization rate. Since AMD's Fab30 is now at 100% 130nm wafer starts and Fab25 is aggressively ramping 170nm flash wafers starts I'll let you put 2 and 2 together.
I can tell you that AMD is focused on it's core businesses: PC Processors for the x86 market, Flash memory, and now personal connectivity solutions. AMD is NOT in the business of accepting foundry work as it fills its fabs with business generated by its own products. The only exception to this is a very small amount of foundry work performed for Legerity Inc. which was spun off from AMD's Communications Product Division a couple years ago.</strong><hr></blockquote>
Well hopefully that shuts down the whole Apple/AMD notion. Thanks, but no thanks. <img src="graemlins/oyvey.gif" border="0" alt="[No]" />
Comments
<strong>1) AMD -- rogue27 commented that AMD fabs are under used -- what a perfectly cheap opportunity for Apple and money in the till for AMD. Why wouldn't IBM make them? For the volume needed for the consumer Macs, AMD may the better deal.
</strong><hr></blockquote>
Capacity Utilization numbers are proprietary information and therefore I can not comment on it. However if you look at numbers published by the SIA (semiconductor industry association) which tracks such numbers, you would see that fabs implementing sub 180nm technology nodes are at a very high utilization rate. Since AMD's Fab30 is now at 100% 130nm wafer starts and Fab25 is aggressively ramping 170nm flash wafers starts I'll let you put 2 and 2 together.
I can tell you that AMD is focused on it's core businesses: PC Processors for the x86 market, Flash memory, and now personal connectivity solutions. AMD is NOT in the business of accepting foundry work as it fills its fabs with business generated by its own products. The only exception to this is a very small amount of foundry work performed for Legerity Inc. which was spun off from AMD's Communications Product Division a couple years ago.
Moto's been bleeding off staff at a pretty high rate. They've all gotta go somewhere....
<strong>Capacity Utilization numbers are proprietary information and therefore I can not comment on it. However if you look at numbers published by the SIA (semiconductor industry association) which tracks such numbers, you would see that fabs implementing sub 180nm technology nodes are at a very high utilization rate. Since AMD's Fab30 is now at 100% 130nm wafer starts and Fab25 is aggressively ramping 170nm flash wafers starts I'll let you put 2 and 2 together.
I can tell you that AMD is focused on it's core businesses: PC Processors for the x86 market, Flash memory, and now personal connectivity solutions. AMD is NOT in the business of accepting foundry work as it fills its fabs with business generated by its own products. The only exception to this is a very small amount of foundry work performed for Legerity Inc. which was spun off from AMD's Communications Product Division a couple years ago.</strong><hr></blockquote>
Well hopefully that shuts down the whole Apple/AMD notion. Thanks, but no thanks. <img src="graemlins/oyvey.gif" border="0" alt="[No]" />