Special Meeting of Stockholders of AMD

[turbox997]

Man, I was just speculating.

There would be some serious competition if Samsung took over.

Yeah, Samsung could really unleash some potential from AMD. They have lots of assets, resources, and finances to drive them up. Just imagine, more fab labs for the CPU and GPU's, not to mention they could hire more and better Engineers with their cash.

This could and would give Intel some sleepless nights and motivation to make the best they can or less they'll be getting the smack down.



I'm not against Intel or anything, but I am certainly looking forward to some serious competition as motivation for better, more efficient products.

[vitaminc]

We (Nikon) have sold them some of our new tools for 65nm, and they are purchasing our immersion. And we have 5 positions open in Germany.

They are definately ramping, and looking heavily at building a fab in New York. IF they had the fab capacity when they were gaining market share, they would have taken more market share from Intel.

I really hope they pull out of this debacle. Competition is always good, as long as its good competition.

Yes, they are using immersion and are ramping, but they are not yet at full capacity of 25k WSPM for neither fab 36 nor fab 30/38.

They should kiss the NY fab good bye. It was just retarded. Their capacity expansion plan in 2006 and early 2007 was aiming for 40% market share.

Hector is a very good CEO, he knows when to exit businesses such as comm or flash.

The retarded one is Dirk Meyer and Martin Sayer.

[PetNorth]

Isn't Dirk Meyer "the Athlon (K7) father"? (or one of them)

[Diverge]

Why would anyone want to build a fab in the US? it cost a LOT more money to, which all the strict regulations on chemical waste, and all that. Which is why like 90% (my guesstimate) of semiconductors wafers are made over seas.

not that this has anything to do with anything. i just always wondered why AMD would open a fab in NY. if anyone knows and wants to enlighten me, that would be cool

[Starscream]

Why would anyone want to build a fab in the US? it cost a LOT more money to, which all the strict regulations on chemical waste, and all that. Which is why like 90% (my guesstimate) of semiconductors wafers are made over seas.

not that this has anything to do with anything. i just always wondered why AMD would open a fab in NY. if anyone knows and wants to enlighten me, that would be cool

building a fab is mostly about who can shove the most money up ur ass.
Its about who gives you the most free stuff and most tax benefits.

like to persuade AMD to build a fab in New York, the City and the State of New York both help pay for the FAB or give them tax benefits for the first few years or make them promises about improving the infrastructure to the fab.

They could sell AMD the land that the fab will b build on for a fraction of its real price.

[Shintai]

Why would anyone want to build a fab in the US? it cost a LOT more money to, which all the strict regulations on chemical waste, and all that. Which is why like 90% (my guesstimate) of semiconductors wafers are made over seas.

not that this has anything to do with anything. i just always wondered why AMD would open a fab in NY. if anyone knows and wants to enlighten me, that would be cool

How would you explain the german fabs then? Specially the environment regulations is alot harder, along with higher power cost etc.

Its simply who pay most as the above person said.

[Diverge]

K, thanks for the info guys. I was just curious, and wondered what would make AMD do that. I've worked for 2 semiconductor companies, and both subcontract their wafers and assembly overseas. my current one used to create their own wafers, but i heard they stopped doing that years ago cause of strict regulations and costs. The building they used to own (for making wafers) is still currently unoccupied... probably because of chemical waste.

[informal]

First thing :AMD won't die.
Second thing:AMD won't be acquired by Samsung.

You can quote that if you like.

Hector is a very good CEO, he knows when to exit businesses such as comm or flash.

The retarded one is Dirk Meyer and Martin Sayer.

I agree with you .Except for Marty Sayer .

[nemrod]

Why would anyone want to build a fab in the US? it cost a LOT more money to, which all the strict regulations on chemical waste, and all that. Which is why like 90% (my guesstimate) of semiconductors wafers are made over seas.

sample:
http://www.europa.eu/rapid/pressRele...guiLanguage=en

[hollo]

1. amd should have stuck with 939 longer

2. while continuing to manufacture and sell extremely competitive 939 products, putting huge pressure on the ddr & agp markets, with a steady revenue stream, and the integrated memory controller easily compensating for the lack of ddr2, they could have researched am2 and made it worthwhile (they could have basically done away with am2+).

i could compare it to rambus ram. amd didn't follow intel into rambus ram, and intel abandoned rambus in the end. amd did move with intel into ddr2, under hector, giving a utterly negligible performance improvement on the way. a waste of r&d time and money, and a waste of customer's money too tbh, making us buy a new motherboard and ram so we could keep upgrading the cpu, when the am2 cpus could easily have been developed for 939 instead. and amd moving to ddr2 was great marketing for ddr2 (and therefore intel), convincing people that ddr2 was worthwhile. but the cost of ddr2 & buying an am2 mobo compared to the existing 939 systems was not. who here would buy a 65nm 939 cpu with 2 x 1mb cache if one was available? you know you'd want it even if you didn't buy it but you can't even get a 65nm 2x1mb cache am2 cpu. its almost insulting! after all 'we' are AMD's biggest fanbase... without enthusiasts AMD wouldn't exist as we know it.
there'd be a lot more incredibly high performance ddr1 ram around if they'd done that, and maybe a bunch more dual-gpu solutions for AGP, because lets face it... a 7950GX2 style gfx card is a tidier solution than SLI, and an AGP bus could handle it. PCI-e x16 is needed for SLI & xfire because its also used for inter-GPU communication.

instead amd moved to am2, taking intel head on, when they could have had the enthusiast market wrapped around their finger by consolidating 939, and used its success to boost them into an am2/am2+ combination. the only reason ddr is more expensive than ddr2 now is because there was no reason for manufacturers to keep making it.

hector had a good thing going (inherited from sanders in many respects) and he decided to use his success to try and invade russia.
now he's getting his arse kicked back into europe.

so we have this incredibly badly timed acquisition of ati and some kooky plans that will take decades to pay off for GPUs on the CPU die? and suddenly performance per watt benchmarks are popping up everywhere... lets face it... performance per watt is one of the few nice things you can say about AMD at the moment (other than 'gee, wasn't k8 great'). a CPU could use 400W, we've overcome bigger cooling challenges than that, if it had the highest performance we would buy it. i really don't want to see amd pushed into the mobile phone business, but its where they've pointed themselves.

is anyone reminded of another small manufacturer of CPUs who stress their low power per performance? i don't see many people running VIA cpu rigs for gaming or office computing...

i'm not even saying the mobile business is the pits, or a 2nd rate option. the direction amd is heading might turn out to be great for them. i'd just rather see amd stick to what it was doing so well, but hector seemed more interested in world domination. the well established ddr1 and AGP standards would have kept AMD 'seperate' enough from intel to completely avoid a price war. and lets face it, running into a price war is suicide for a smaller competitor, and the price war has not been pretty for amd

of course... hindsight is 20/20. but if amd had stuck with 939 longer, and made am2 something interesting and worth upgrading to (while letting Intel handle 100% of the brunt of marketing ddr2 ram) they'd have released a much improved am2 later at a good time to compete with conroe. and how different things could be if they'd done that...

now they have a bunch of chipset & gpu developers onboard and want to outsource production? they were doing a great job a few years ago with the cpus while outsourcing chipset and gpu production iirc

yes i am a slightly disgruntled former customer

[hollo]

agp 3.0 or 8x is just over 2GB/s theoretical, pci-e is 250MB/s per lane theoretical, making agp similar to pci-e x8. and pci-e x8 in sli only causes a few percent performance drop from pci-e x16 on top end cards, with some of the bandwidth used to transfer information between the cards/coordinate the cards. so i think the agp bus could have been kept in service for quite a while longer.

just like ddr ram, the price for agp parts rose simply due to new standards being quickly adopted by both intel and amd at the same time. but amd could have let intel do the hard work in the marketing sector (which intel could actually afford to do), and left adopting ddr2 and PCI-e till later on... although in the end whether to adopt PCI-e or not was somewhat up to motherboard and chipset manufacturers.

its like amd caved in to the suggestions of their marketing department, going to ddr2 and pci-e x16 so as to not apper 'behind' intel, along with other gimmics like labelling their cpus with numbers that were unrelated to the clockspeed (damn i hated that) when people who really cared (and would have made the bulk of the purchasing decisions) would have known full well that clockspeed was an unreasonable indicator of performance. and ddr2 turned out to have excrutiatingly little advantage over ddr2 given how much it cost, and the agp bus could handle today's top end dx10 cards with little or no performance hit.

all not good!

[nn_step]

I agree with 939, not AGP though.

Look how long Intel has used LGA775.

Look how many Prescott LGA775 boards couldn't use dual core
Look how many Dual Core LGA775 boards couldn't use Core2Duo
but I do agree they should have made a midway socket for s939/sAM2
oh well but atleast they are going to do that for AM2, AM2+, and AM3

[alayashu]

oh well but atleast they are going to do that for AM2, AM2+, and AM3

QFT.

they did many mistakes with the move from DDR1 to DDR2, but fortunately the move
from DDR2 to DDR3 will be a lot better for both AMD and it's customers.