AMD Announcing Fab Spin-Off Tomorrow

Printable View

Show 100 post(s) from this thread on one page

10-12-2008, 09:53 AM
DoubleZero

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.

Yes, APIC will ignore it’s bigger client, and in the process not make a lot of money… ATIC will say no, just like chartered said no to SOI.
Even more because, as everyone knows it’s impossible to advance to a new process and milk the old ones, it's just impossible and it's really clever that you point it that out as the main reason for ATIC no going to a new process.

Not even when someone points you the obvious, you get it:
http://www.xtremesystems.org/forums/...7&postcount=64

Quote:

Originally Posted by Shintai

Its a fools dream to think that the arabs will pay the bill to follow TSMC/Intel in process nodes for the long term.

Yes they aren't even going to build a new fab in NY to accomodate a new process node, why would anyone think that they will invest in new process nodes. :confused:
AMD is member of a consortium that had for two months now a functional 22nm SRAM cell, unlike Intel and TSMC. AMD being a member of that consortium means ATIC is also a member.
But you're right ATIC will not pay the bill to follow, they will pay the bill to lead.

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 ?

Yes, owning 90% or 10% it's all the same, having equal voting rights or having no rights at all, it's all the same. :clap:, if someone tells different it's just a smokescreen.
They can pour all the money they can, rivers of money, if AMD don't sell their shares, nothing will change, period.

Intel fans in panic... priceless.
10-12-2008, 09:57 AM
Shintai

Quote:

Originally Posted by v_rr

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.

Doug Grose is the CEO of the foundry. Hector is a chairman in the foundry.

There is no president in the foundry.

The question is if Hector is an executive or non exectutive chairman.
10-12-2008, 10:08 AM
Shintai

Quote:

Originally Posted by azraeel101

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

You pointed it out yourself. Look at what the arabs got and what they left behind. Including the majority of the debt and a failing CPU division.

The arabs focused on the healthy parts.

This is what they wanted:
http://www.newglobalfoundry.com/

Not:
www.amd.com
10-12-2008, 10:37 AM
eric66

Quote:

Originally Posted by azraeel101

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

hmm i think the same way they aren't interested in money that this company will make for them they are after the fame oil business is enough for them to make ridiculous amount of money :D
10-12-2008, 12:00 PM
Helmore

Quote:

Originally Posted by eric66

hmm i think the same way they aren't interested in money that this company will make for them they are after the fame oil business is enough for them to make ridiculous amount of money :D

This way they are also making sure that they still have a ridiculous amount of money in 100-200 years, as by then they will simply have some share in every imaginable part of the global market. That's their main goal, or at least I think that's their main goal, simply ensure that you will always make money by spreading your risks so to speak.
10-12-2008, 12:32 PM
BrowncoatGR

Quote:

Originally Posted by Shintai

You pointed it out yourself. Look at what the arabs got and what they left behind. Including the majority of the debt and a failing CPU division.

The arabs focused on the healthy parts.

This is what they wanted:
http://www.newglobalfoundry.com/

Not:
www.amd.com

Will you make up your mind already. A few days ago you were telling us that the foundry couldn't possibly compete with the older more established ones. Now the foundry is the healthy part? :shakes:
10-12-2008, 12:43 PM
Shintai

Quote:

Originally Posted by BrowncoatGR

Will you make up your mind already. A few days ago you were telling us that the foundry couldn't possibly compete with the older more established ones. Now the foundry is the healthy part? :shakes:

Do you mean this?

http://www.xtremesystems.org/Forums/...&postcount=136

Quote:

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...
10-12-2008, 01:48 PM
v_rr

Quote:

New 300mm Fab at the Luther Forest Technology Campus, New York

Construction is expected to begin in 2009 and is expected to be completed in roughly two years, with production beginning in the 2011 timeframe.

Has I said NY fab will be build and go online very fast because AMD have prepared everything since 2006.
10-12-2008, 02:37 PM
Helmore

Quote:

Originally Posted by v_rr

Has I said NY fab will be build and go online very fast because AMD have prepared everything since 2006.

Maybe you should also provide a source to where you got that from...

You actually claimed that we would have volume production in 2010, so you where off by about 2 years. That quote of yours says that production will begin in 2011, which will equate to volume production in 2012 and that to me is quite a bit later than your 2010 claim.
10-12-2008, 04:45 PM
v_rr

Quote:

Originally Posted by Helmore

Maybe you should also provide a source to where you got that from...

You actually claimed that we would have volume production in 2010, so you where off by about 2 years. That quote of yours says that production will begin in 2011, which will equate to volume production in 2012 and that to me is quite a bit later than your 2010 claim.

http://www.newglobalfoundry.com/techsvcs.aspx

I never said volume production in 2010.
The fab starts to build in midle 2009 -> finish build and start producing in midle 2011.

Actualy I was very accurate because everyone pointed to 3-4=3.5 years and I pointed only to 1.5 years. Missed for 6 months.

I knew that construction will be very fast because since 2006 the deal is on the works. I was too optimistic by 2010 time frame but still the Fab in NY should be the Home of Buldozer by 2011?

Are there any probability that Fusion be delayed to be build in Germany when equiped with Bulk 32nm? Initially Fusion was thought to 45nm SOI CPU part and 40nm Bulk GPU part but it can delay to 32 nm Bulk CPU+GPU part.
10-13-2008, 05:39 AM
Bellisimo

Quote:

Originally Posted by LOE

Healthy? AMDs problem is not their failing CPU devision, amd didn't fail design wise but production wise. Just look how much time their fabs needed to make K10 reach K8 clocks. If K10 was able to reach 3.4 Ghz from the start, amd would have never failed, cuz when the first core2 quads launched, 3.2 Ghz was considered good overclock, even now the majority of mainstream Q6600 have a sweet spot of about 3.4 Ghz. Its the fabs that have failed AMD, if their fabs ware better they would never lag so much behind. There was a good chance for AMD to even get back the performance crown with 65nm K10, and stay competitive when intel launched 45nm chips.

The design is also a bit responsible for the clockspeeds, if they design something with a few hotspots on the chip, and some transistors get a lot hotter then their neighbouring trannies they will not reacht the same frequency. AMD just should add an extra step to the pipeline, allowing higher clocks

Show 100 post(s) from this thread on one page