AMD64 outsourced to Chartered Semi

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ykhan

AMD and Chartered have signed an agreement whereby Chartered will
produce AMD64 processors at its Singapore plant, probably starting in
2006, possibly at the 65nm node, but probably more likely at the 90nm
node.

AMD, Chartered sign sourcing and manufacturing technology agreements
http://www.itweb.co.za/sections/business/2004/0411091610.asp?S=Business Wire&A=WIR&O=FRGN

NewsFactor Network - - Chartered Semi To Manufacture AMD Processors
http://www.newsfactor.com/story.xhtml?story_id=28276

AMD signs foundry for 64-bit CPU production | The Register
http://www.theregister.co.uk/2004/11/09/amd_outsourcing/

AMD move to Chartered is chip insurance policy
http://www.theinquirer.net/?article=19566

Yousuf Khan
 
AMD and Chartered have signed an agreement whereby Chartered will
produce AMD64 processors at its Singapore plant, probably starting in
2006, possibly at the 65nm node, but probably more likely at the 90nm
node.

AMD, Chartered sign sourcing and manufacturing technology agreements
http://www.itweb.co.za/sections/business/2004/0411091610.asp?S=Business Wire&A=WIR&O=FRGN

NewsFactor Network - - Chartered Semi To Manufacture AMD Processors
http://www.newsfactor.com/story.xhtml?story_id=28276

AMD signs foundry for 64-bit CPU production | The Register
http://www.theregister.co.uk/2004/11/09/amd_outsourcing/

AMD move to Chartered is chip insurance policy
http://www.theinquirer.net/?article=19566
Click to expand...

Looks like The Register is totally out of it here - rambling on about a
possibly fabless AMD and seems to be totally ignorant of the fact that
Chartered is a licensing partner of IBM. At least The Enquirer got it
close to right.

Rgds, George Macdonald

"Just because they're paranoid doesn't mean you're not psychotic" - Who, me??
 
George Macdonald said:
Looks like The Register is totally out of it here - rambling on about a
possibly fabless AMD and seems to be totally ignorant of the fact that
Chartered is a licensing partner of IBM. At least The Enquirer got it
close to right.
Click to expand...

I don't know, it looks like The Register is only talking about a
possible distant future direction for AMD, not a near-future
direction. It's probably just positioning itself to take credit for
having predicted it several years in advance if it ever looks like AMD
is going that way. :-)

Yousuf Khan
 
I don't know, it looks like The Register is only talking about a
possible distant future direction for AMD, not a near-future
direction. It's probably just positioning itself to take credit for
having predicted it several years in advance if it ever looks like AMD
is going that way. :-)
Click to expand...

IOW when they're clueless, speculate... in a big way! I'm intrigued as to
whether this deal with Chartered has IBM's "blessing"?? If not I'm sure
lawyers are umm, standing by.:-)

Rgds, George Macdonald

"Just because they're paranoid doesn't mean you're not psychotic" - Who, me??
 
IOW when they're clueless, speculate... in a big way!
Click to expand...

No, when you're clueless you throw shit on the wall and see what sticks.
If you;'re wrong, you've not lost anything (you've not dropped below
clueless). If you get lucky you can say, "I told you so", thus are
prescient (something above clueless ;-). BTW, you're never wrong, since
"it's sometime in the future".
I'm intrigued as to whether this deal with Chartered has IBM's "blessing"??
If not I'm sure lawyers are umm, standing by.:-)
Click to expand...

Why? I don't see anything important here at all.
 
No, when you're clueless you throw shit on the wall and see what sticks.
If you;'re wrong, you've not lost anything (you've not dropped below
clueless). If you get lucky you can say, "I told you so", thus are
prescient (something above clueless ;-). BTW, you're never wrong, since
"it's sometime in the future".
Click to expand...

Hey, shitslingers ar everywhere!:-) The Enquirer gets its share of
accusations there but it woud appear that The Register is the real
expert... slinger that is.
Why? I don't see anything important here at all.
Click to expand...

Hmm, well my understanding is that IBM has a strong licensing
"relationship" (partnership ?) with Chartered. AMD has people working at
IBM's facilities on the process details, present & future; though they did
pay a hunk of $$ to IBM, AMD could not have done 130nm Cu on SOI without
IBM's technology.

The indications to now were that IBM would do the outsourced AMD CPUs and
that IBM has a new 300mm fab which needs its capacity slack used up... and
AFAIK, AMD still has a (Intel imposed) limit on how much outsourcing they
can do. It *could* appear that Chartered is using technology it
borrowed/licensed from IBM to steal IBM's customer... unless IBM has
endorsed the arrangement.<shrug>

Rgds, George Macdonald

"Just because they're paranoid doesn't mean you're not psychotic" - Who, me??
 
George Macdonald said:
IOW when they're clueless, speculate... in a big way!
Click to expand...

Yeah, speculate in a big way, that way if it comes true, you're the
next prophet. If it doesn't, then chances were very small that it
would happen anyways.
I'm intrigued as to
whether this deal with Chartered has IBM's "blessing"?? If not I'm sure
lawyers are umm, standing by.:-)
Click to expand...

Yes, actually it does have IBM's blessing for two separate reasons.
First, AMD signed a renewal of their deal with IBM about a month back
stating that they will be able to transfer any technology developed
jointly to a third party. Secondly, IBM and Chartered also themselves
partners.

Yousuf Khan
 
Yeah, speculate in a big way, that way if it comes true, you're the
next prophet. If it doesn't, then chances were very small that it
would happen anyways.


Yes, actually it does have IBM's blessing for two separate reasons.
First, AMD signed a renewal of their deal with IBM about a month back
stating that they will be able to transfer any technology developed
jointly to a third party. Secondly, IBM and Chartered also themselves
partners.
Click to expand...

The IBM/Chartered relationship is exactly why I'm intrigued. Your
reasoning above may make sense but it's no sign of a definite endorsement
by IBM from my POV - IBM has a fab which needs err, work too.

Rgds, George Macdonald

"Just because they're paranoid doesn't mean you're not psychotic" - Who, me??
 
George said:
The IBM/Chartered relationship is exactly why I'm intrigued. Your
reasoning above may make sense but it's no sign of a definite endorsement
by IBM from my POV - IBM has a fab which needs err, work too.
Click to expand...

IBM has its own products, plus a few from Nvidia and others that it
produces. Taking on AMD's products would push everybody else's products
off, including its own. That's just a reflection about the volumes AMD
needs, and the size of the die of CPUs.

Yousuf Khan
 
IBM has its own products, plus a few from Nvidia and others that it
produces. Taking on AMD's products would push everybody else's products
off, including its own. That's just a reflection about the volumes AMD
needs, and the size of the die of CPUs.
Click to expand...

Hard to know which "stories" to believe here or what corporate politics
could be dominating. The line I've seen from a couple of sources is that
IBM needs to take up slack capacity on the Fishkill 300mm.

Rgds, George Macdonald

"Just because they're paranoid doesn't mean you're not psychotic" - Who, me??
 
Hey, shitslingers ar everywhere!:-) The Enquirer gets its share of
accusations there but it woud appear that The Register is the real
expert... slinger that is.
Click to expand...

Hey, if the pro's can get the meassage out, it's called "marketing". ;-)
Hmm, well my understanding is that IBM has a strong licensing
"relationship" (partnership ?) with Chartered. AMD has people working
at IBM's facilities on the process details, present & future; though
they did pay a hunk of $$ to IBM, AMD could not have done 130nm Cu on
SOI without IBM's technology.
Click to expand...

Can't talk about specifics (not that I know squat ;), but I don't see any
of this as being in any way strange. Sure, licensing agreement's abound.
It's all about making money, not killing the other guy.
The indications to now were that IBM would do the outsourced AMD CPUs
and that IBM has a new 300mm fab which needs its capacity slack used
up... and AFAIK, AMD still has a (Intel imposed) limit on how much
outsourcing they can do. It *could* appear that Chartered is using
technology it borrowed/licensed from IBM to steal IBM's customer...
unless IBM has endorsed the arrangement.<shrug>
Click to expand...

Again... I don't see this as "stealing" in any way. It's business.
Intel may try to play hardball (ref: serverworks), but every time
they've tried, they end up cutting off their nose. The rest see it as
simple business. Turf wars only matter if you believe you own the stadium.
 
The IBM/Chartered relationship is exactly why I'm intrigued. Your
reasoning above may make sense but it's no sign of a definite endorsement
by IBM from my POV - IBM has a fab which needs err, work too.
Click to expand...

You may have an, err, "error" in the above paragraph. ;-)
 
Here's something interesting.

PoughkeepsieJournal.com - New IBM building rises rapidly
http://www.poughkeepsiejournal.com/today/frontpage/stories/fr111404s1.shtml
Click to expand...

Hmm, good article - covers all the bases, including Sony but "industry
people" are "scratching their heads" - thats funny... as if the analysts
ever really have a clue.:-) BTW, on that subject, did you catch that gaffe
by the guy (Lau) at Banc of America Sec this past week?... a couple of days
before AMD jumped 15%+ in value he downgraded it to a "sell". His clients
must be "real pleased" about that?.... hilarious!

I guess if Opteron takes off in the server market, it could be that AMD
will need Chartered in *addition* to IBM. My S939 A64 is in a box at a
Fedex location right now, along with a K8N Neo2 Platinum, which went out of
stock *again* hours after I placed my order, so I dont care if there's a
catastrophic shortage of AMD kit brewing.;-)

Rgds, George Macdonald

"Just because they're paranoid doesn't mean you're not psychotic" - Who, me??
 
You may have an, err, "error" in the above paragraph. ;-)
Click to expand...

If IBM is not in that position, I'll admit to being guilty of listening to
the usual anal...yst cerebral flatulence.:-)

Rgds, George Macdonald

"Just because they're paranoid doesn't mean you're not psychotic" - Who, me??
 
George said:
Hmm, good article - covers all the bases, including Sony but "industry
people" are "scratching their heads" - thats funny... as if the analysts
ever really have a clue.:-) BTW, on that subject, did you catch that gaffe
by the guy (Lau) at Banc of America Sec this past week?... a couple of days
before AMD jumped 15%+ in value he downgraded it to a "sell". His clients
must be "real pleased" about that?.... hilarious!
Click to expand...

Lau was keeping to a straight and narrow, conservative path until now.
Don't know what prompted him to go out on a limb like that. But then
again we all know analysts are about as intelligent as monkeys.
I guess if Opteron takes off in the server market, it could be that AMD
will need Chartered in *addition* to IBM. My S939 A64 is in a box at a
Fedex location right now, along with a K8N Neo2 Platinum, which went out of
stock *again* hours after I placed my order, so I dont care if there's a
catastrophic shortage of AMD kit brewing.;-)
Click to expand...

Yeah, that seems to be the implication, that AMD might need both fabs,
and then its own two fabs. Intel has five 300mm fabs of its own, so four
fabs might just be enough to put it on equal footing.

Yousuf Khan
 
If IBM is not in that position, I'll admit to being guilty of listening to
the usual anal...yst cerebral flatulence.:-)
Click to expand...

Note that I'm not stating what the possible "error" is, but as usual the
pundits haven't a clue. It'll take a while for them to catch up.
 
ever really have a clue.:-) BTW, on that subject, did you catch that gaffe
by the guy (Lau) at Banc of America Sec this past week?... a couple of days
before AMD jumped 15%+ in value he downgraded it to a "sell". His clients
must be "real pleased" about that?.... hilarious!
Click to expand...

But maybe he thought it was a good the chance to buy a hundred million
dollars worth of AMD share before the prices go up up up and now has
at least another $15M worth on his paper? :pPpP


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If you need basic to med complexity webpages at affordable rates, email me :)
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Lau was keeping to a straight and narrow, conservative path until now.
Don't know what prompted him to go out on a limb like that. But then
again we all know analysts are about as intelligent as monkeys.
Click to expand...

Given that in the space of <3 months he went from buy to neutral to sell on
it and in the later one, also made Intel a top tip buy, you have to ask:
stupid or crooked??
Yeah, that seems to be the implication, that AMD might need both fabs,
and then its own two fabs. Intel has five 300mm fabs of its own, so four
fabs might just be enough to put it on equal footing.
Click to expand...

I'm not aware of any renegotiation of the quota on AMD outsourcing... the
number for which is not in the publicly available version of the 2001
AMD/Intel cross license agreement anyway. Unless it's on the cards for AMD
to buy the Chartered plant if needs be, something which might suit the
Singapore govt., I don't see how this plays out in the long run.

Rgds, George Macdonald

"Just because they're paranoid doesn't mean you're not psychotic" - Who, me??
 
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