AMD Announcing Fab Spin-Off Tomorrow

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10-10-2008, 01:33 PM
Rammsteiner

Source?

Just wondering the source, your sig somehow does make me wonder about things heh:yepp:
10-10-2008, 02:18 PM
metro.cl

Quote:

Originally Posted by Rammsteiner

Source?

Just wondering the source, your sig somehow does make me wonder about things heh:yepp:

www.TSMC.com.tw dude really check the company websites and less Inq and Fudzilla.

Q2 2008 report has those numbers on P7.

http://www.tsmc.com/uploadfile/ir/qu...esentation.pdf

Also UMC, check P12

http://www.umc.com/English/pdf/UMC08...entation-E.pdf

Chartered, scroll down

http://ir.charteredsemi.com/phoenix....ar&id=1179205&
10-10-2008, 03:17 PM
Rammsteiner

Quote:

Originally Posted by metro.cl

www.TSMC.com.tw dude really check the company websites and less Inq and Fudzilla.

Q2 2008 report has those numbers on P7.

http://www.tsmc.com/uploadfile/ir/qu...esentation.pdf

Also UMC, check P12

http://www.umc.com/English/pdf/UMC08...entation-E.pdf

Chartered, scroll down

http://ir.charteredsemi.com/phoenix....ar&id=1179205&

lol, chill man:shrug:

I just wanted the sources? Besides that, after other posts it ain't that strange Im asking for sources?

Anyhow, thx though:up:
10-11-2008, 02:48 AM
AbelJemka

Quote:

Originally Posted by savantu

You don't really understand how the foundry business works, do you ? You think its enough to build the latest and greatest FAB and you're king of the hill ?

Here's the revenue breakdown for TSMC :

>.5 micron around 4%
0,25/0.35 micron around 10%
0.15/0.18 micron around 23%
o.11/0.13 micron around 17%
0.09 micron around 28%
0.065 micron around 17%

Ooopsie.. 80+% is legacy ; looks like there isn't a lot of demand for a new processes like 45/32 nm.

No pool of legacy customers to move forward; need to build the entire customer design interface ; design tools and libraries.
That is anything but easy.

I do not understand for sure but i believe that AMD understand.
But I understand you may emit doubt about their capacity to manage but I do not understand why you doom them even before they start ...
10-11-2008, 04:49 AM
Shintai

Quote:

Originally Posted by AbelJemka

I do not understand for sure but i believe that AMD understand.
But I understand you may emit doubt about their capacity to manage but I do not understand why you doom them even before they start ...

The point is the foundry will not pace for the highest tech. Or even if, then the volume will be very low. Unlike AMD/Intel today.
10-11-2008, 06:48 AM
Cooper

Quote:

Originally Posted by Shintai

The point is the foundry will not pace for the highest tech. Or even if, then the volume will be very low. Unlike AMD/Intel today.

If I remember correctly you have no relationship with AMD or new foundry what so ever. How then you conclude the strategy? Last time I checked this was not xtremeprediction board.
10-11-2008, 08:42 AM
Shintai

Quote:

Originally Posted by Cooper

If I remember correctly you have no relationship with AMD or new foundry what so ever. How then you conclude the strategy? Last time I checked this was not xtremeprediction board.

So what you say is. The foundry will do unlike ANYONE else. Rapid pace the latest tech and then? Go bankrupt in record pace? In the foundry business you keep using and reusing your equipment till its basicly dead. Also your customers rarely want the latest and greatest.

And the capital expendures laid out by ATIC shows exactly that. The foundry will use less money, including consutruction. Than AMD did in its previous years.

So honestly, there really aint much prediction in it.
10-11-2008, 09:01 AM
Eson

So AMD don't want the latest and greatest?
You never cease to amuse.
10-11-2008, 09:13 AM
Shintai

Quote:

Originally Posted by Eson

So AMD don't want the latest and greatest?
You never cease to amuse.

Are we talking AMD now? Or the Foundry where AMD is a minority shareholder?
10-11-2008, 09:44 AM
Eson

AMD is the Foundry's only customer, of course they will have to listen to AMDs demands.
10-11-2008, 10:08 AM
Shintai

Quote:

Originally Posted by Eson

AMD is the Foundry's only customer, of course they will have to listen to AMDs demands.

Thats only today. If thats the future then the foundry is doomed. They need more customers. Right now AMD only uses 80% of the capacity of FAB36. FAB38 is empty and the foundry wish to build another FAB in NY aswell as tool FAB38. So I really do hope they get other customers...
10-11-2008, 10:57 AM
Nedjo

Quote:

Originally Posted by Shintai

So I really do hope they get other customers...

yeah right! like we believe you ;)

anyhow arguments that some people on the Net are pointing out that fab contracting manufacturers are bound to produce majority of their product in outdated tech are simply shortsighted... hell dose self proclaimed experts know already all about new player in contracted manufacturing business that they don't bother to read press release, and they actually think that the name of the new company is "Foundry Co." :rolleyes:
10-11-2008, 11:04 AM
azraeel101

Quote:

Originally Posted by Cooper

Last time I checked this was not xtremeprediction board.

Actually Shintai has a great track record on predictions. Just look at the signatures of other forum members here.. :D
10-11-2008, 11:16 AM
informal

Quote:

Originally Posted by azraeel101

Actually Shintai has a great track record on predictions. Just look at the signatures of other forum members here.. :D

Yep,No L3 cache in Core i7,HD4850 as fast as 3870...

As for the prediction on the manufacturing front,we'll have to wait a bit on that :).By 2012 we will know how things stand with the new player.
10-11-2008, 11:21 AM
ubuntu83

Quote:

Originally Posted by informal

Yep,No L3 cache in Core i7,HD4850 as fast as 3870...

As for the prediction on the manufacturing front,we'll have to wait a bit on that :).By 2012 we will know how things stand with the new player.

2012 the favorite year of all doomsday conspirators.
10-11-2008, 11:31 AM
informal

Well i don't think it will be any different from 2010 or 2011,but everyone is free to think whatever they want ,it's a free world :yepp:
10-11-2008, 02:27 PM
Helmore

Ruiz does it again, getting a lot of money at the expense of AMD

Quote:

Originally Posted by TheStreet

SAN FRANCISCO -- Former Advanced Micro Devices CEO Hector Ruiz is set to net $3 million for splitting the chipmaker in two.

The payment , disclosed in a regulatory filing Friday, is in addition to a new two-year contract that could be worth as much as $11.5 million for Ruiz to serve as nonvoting chairman of AMD's former manufacturing arm.

Source: http://www.thestreet.com/_yahoo/news...FREE&cm_ite=NA

Damn he sure gets a lot of money from these kind of deals, something that I do not consider very logical...:rolleyes:
10-11-2008, 03:36 PM
v_rr

Quote:

Originally Posted by Shintai

So I really do hope they get other customers...

ATI
10-11-2008, 03:43 PM
eric66

Quote:

Originally Posted by Shintai

Are we talking AMD now? Or the Foundry where AMD is a minority shareholder?

AMD will:

* Have equal voting rights with ATIC in The Foundry Company

just reminding :ROTF:
10-12-2008, 07:08 AM
savantu

Quote:

Originally Posted by eric66

AMD will:

* Have equal voting rights with ATIC in The Foundry Company

just reminding :ROTF:

What happens when ATIC starts pouring money into the venture ? Do you think this status quo is anything more than a smokescreen ?
10-12-2008, 08:27 AM
Shintai

Quote:

Originally Posted by savantu

What happens when ATIC starts pouring money into the venture ? Do you think this status quo is anything more than a smokescreen ?

Or when AMD says..ohh lets quickly advance to 32nm. And ATIC says..no. Lets milk this 65/45nm nodes.
10-12-2008, 08:44 AM
eric66

Quote:

Originally Posted by Shintai

Or when AMD says..ohh lets quickly advance to 32nm. And ATIC says..no. Lets milk this 65/45nm nodes.

hmmm this one can happen but i don't think that arabs will stand on amds way they know that amd is much more experienced and probably will agree with what amd will say
10-12-2008, 08:53 AM
Shintai

Quote:

Originally Posted by eric66

hmmm this one can happen but i don't think that arabs will stand on amds way they know that amd is much more experienced and probably will agree with what amd will say

The arabs wanted a foundry. Not a black hole for losing money.

Also even tho AMD got equal rights at the board. What happens when the arabs share is big enough to have a shareholder electrion and basicly put AMD out of power. Then the equal rights mean nothing.

This investment group is here to make money. And am sure they intend to do so and cheaply. They got a cheap 65nm factory and easy way to get a 45nm aswell with an empty and ready for equipment factory. All they need to do is harvest the fruit.

Its a fools dream to think that the arabs will pay the bill to follow TSMC/Intel in process nodes for the long term. If AMD couldnt make money with their current methods. Why would it make money split in 2? There will be one winner and one loser.

October 16th should also be interesting.
10-12-2008, 09:47 AM
v_rr

Quote:

Originally Posted by Shintai

Or when AMD says..ohh lets quickly advance to 32nm. And ATIC says..no. Lets milk this 65/45nm nodes.

Hector Ruiz is the new President of the foundry company so it´s him that say what to do.

Also 32nm are on the route. It´s in the presentation on AMD site.
10-12-2008, 09:50 AM
azraeel101

Quote:

Originally Posted by Shintai

The arabs wanted a foundry. Not a black hole for losing money.

No, they have more money than they can spend and now they want braggin rights. Like, Dubai has all the skyscrapers and all, Bahrain has the F1 circuit, so they want something to brag about too. When they go to Dubai and the local sheik shows them the latest underwater restaurant with sharks as waiters, the Abu Dhabi sheik will say: "so what? See all those laptops and computers you use? I made them. I made the chips, I made the video things, yea, that's right, I iz tha Sultan of Chipz yo! In.your.FACE!!"
So yea, I think the Arabs care more about being known in the region as having the best technology (think about the fab said to be built in Abu Dhabi) than about profits. I mean, they surely knew AMD has big debts and won't turn really profitable in the short run. So, as I see it, they will rather spend ludicrous amounts of cash to get the best fabrication process than worry about profits.
If you would know arabs as I do, you would know why I say these things. They are worse than rappers when it comes to flashin and braggin.. :D

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