J
Isn't it about time they thought of a different location?
Isn't it about time they thought of a different location?
You'd think so, but I'm having a hard time coming up with new
candidates. Unlike Intel, AMD doesn't have a far flung international
presence.
It doesn't make sense for them to open up fabs in random countries...so
it boils down to the US and Germany (since they are already there). I
think if you have a fab in a country, you end up needing to make major
investments there as well.
Perhaps you might say, India would be strategically wise, and perhaps
it would...but I think AMD is a very conservative company, because any
mistep would have (and perhaps still will) result in insolvency.
Germany and the US are safe...many other options would be too expensive
or too risky.
source which is also on the doorstep of the existing AMD packaging plant -
if you look a bit harder I'm sure you'll see that there are many potential
regions with a suitable investment profile.;-)
And, in AMD's case, sucking up tax credits and low-cost loans... in one
location.
There are many places with a viable workforce/infrastructure profile - fabs
get shut down, resold, reallocated to foundry, etc. etc. all the time.
"Insolvency"?... more FUD!... so transparent.
I suspect that their 2nd build stretched the EU's tolerance as far as it
can go on "incentives" - Intel has had similar issues in IE and did not get
desired benefits the last time. Even the West Germans are getting sick of
the East German lame duck.
Ok, why don't you tell me where? I'm too lazy to look.
You think that's FUD huh? That's good for you, but there happen to be
a couple of folks at AMD that agree with me. Given their position, I'm
much more inclined to believe it was truth.
What do you think would have happened to AMD if they had screwed up the
K8? I don't have any doubts in my mind that if a screw up happened at
AMD back in the K6/K7 days, AMD had a very good chance of going out of
business or being totally screwed and unable to compete in the future.
Today, that may or may not be true, it's hard to tell b/c their
financial situation is a bit better. However, I think the improvement
is really in their income/revenue. They still have a lot of debt
floating out there...
That's another reason I was surprised. I would have expected them to
try and get discounts out of another country...it seems like Germany
would be somwhat less generous this time around.
Perhaps you might say, India would be strategically wise, and perhaps
it would...but I think AMD is a very conservative company, because any
mistep would have (and perhaps still will) result in insolvency.
David said:Perhaps you might say, India would be strategically wise, and perhaps
it would...but I think AMD is a very conservative company, because any
mistep would have (and perhaps still will) result in insolvency.
David said:Today, that may or may not be true, it's hard to tell b/c their
financial situation is a bit better. However, I think the improvement
is really in their income/revenue. They still have a lot of debt
floating out there...
That's another reason I was surprised. I would have expected them to
try and get discounts out of another country...it seems like Germany
would be somwhat less generous this time around.
The said:For a while they almost opened one here with TSMC but that deal fell
through for whatsoever reasons. Maybe it's because Chartered (CSI)
convinced them to just use them (CSI) instead of opening their own.
Jan said:Official AMD statement now:
http://www.amd-jobs.de/de/unternehmen/amd.php
AMD invests 2.5 billion in new capacity, among which
new plant 'AMD Fab 38' for 300 mm wafers.
Never sure about US 'billions', here 2 500 000 000 $
It will be an upgrade of the Fab 30, which will be renamed to Fab 38.
Plus a third building which will be used for testing.
"Essentially the existing 200 millimetre fab will be refitted and
rejigged, and have its name changed to Fab 38. It will also build test
facilities at Dresden in a separate building."
http://www.theinquirer.net/?article=32011
Jan said:That says 45000 wafers per month, so say half a million each year.
How many processors on average on a wafer?
Now just hope they keep the edge so they can sell all that stuff.
so 500 x 1/2 million = 250 million processors / year.Assuming 150 mm^2 dies on average, that would be about 450 dies per
wafer. That goes upto 650 dies, if the average is 100 mm^2.
Now that the Intel monopoly looks like its on its way out, the next
monopoly that needs to be brought down is Microsoft.
Without Microsoft
out of the way, there will be tremendous resistance to any further price
cuts.
Jan said:Well, Linux does scare them a bit, that is why they are now selling cheap
MS windows versions in in some parts of the world.
Jan said:so 500 x 1/2 million = 250 million processors / year.
Now that is a respectable number.
I can't see AMD going under 150 mm^2 even at 65nm, considering that
quad-core is on its way. However, if they adopt a ZRAM L3 cache, they
might be able to pull it off.
Yousuf Khan