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  • Intel: Is AMD's Foundry a Subsidiary or Not? [View article]
    You paid for them, you received the items? Did you design or develop them, did you negotiate the IP licenses, did you manage the foundry tape outs and testing and dicing, or just the easy production part? I have done a lot of work with more than one foundry from concept to production, from 300nm to 90nm feature sizes.
    Jan 27 17:46 pm |Rating: 0 0 |Link to Comment
  • Intel: Is AMD's Foundry a Subsidiary or Not? [View article]
    selling foundry time will make them more competitive. they run the foundry now. They have the services, their people deal with thier people, now they just have to deal with more people. How is building other people stuff far different, explain it. Technically its very the same, its just customer service wise different. Now their people will be more fully utilized. How many of anything have you ever designed and had fabricated at a foundry?

    Its a capital investment cost, and a price war where they lost money, somewhat on purpose to try to gain marketshare, but it was a dumb management, not incompetent technicians and engineers. Look at the flash industry, none of them really do great either trying to be competitive.

    Its not AMD either so no they havent lost $6.5B, its a "new" company, different venture. The best part of AMD, the pure fabrication side is in question, not thier dumb management.
    Jan 26 23:52 pm |Rating: 0 0 |Link to Comment
  • Intel: Is AMD's Foundry a Subsidiary or Not? [View article]
    Yes, demonstration, lets see, who is the only company in the world able to compete with Intel on x86 cpus? What are the fastest supercomputers built running on, lets see AMD. And do you not know of AMD's codevelopment of advanced libraries with IBM? AMD does impressive work, they make the most advanced computer chipsets and the faster graphics processors, as well as the most efficient cpus.

    AMD is one of the most impressive semiconductor design and fabrication houses. Except for a couple blunders with Barcelona, they have been successful with first time silicon, which is impressive. They also manufacture at 65 and 45nm. Who else has mature 45nm libraries for hire? Who?????? Who can afford to pay anyone to develop masks and test and dice silicon and make anything at 45nm???? Intel can.

    I was working on a project not long ago, and I wish we had mature 90nm libraries in the US, we do now but it was only like a year ago. Just because someone claims they have something its not always true, getting useful libraries with reliable things like basic resistors and capacitors and such can be difficult at the smaller sizes. AMD did it the first time with their 45nm cpus.
    Jan 26 20:08 pm |Rating: 0 0 |Link to Comment
  • Intel: Is AMD's Foundry a Subsidiary or Not? [View article]
    Smart1 you say words but not much of an argument.

    The point of this article is even wrong. AMD's point in the matter is that intially they will be the only customer. And as customers grow they will not be the owners of the products being built so its not consolidated, but they will still have a share of the company, however diluted it gets and however big the company grows to. And the only products that are X86 will be theirs. So in effect they will own the part which is using the license from Intel.

    AMD does not have to do all of the advertising and finding the customers. They have the backing of a nation in a way to do that who probably has a lot of clout in some arenas of business.

    The foundry compnay with AMD's help can offer co-developed with IBM advanced intelectual property libraries that will be attractive.

    And why would anyone doubt the completion of a fabrication plany in NY? As long as the foundry company is formed it is going to happen.

    Jan 26 15:50 pm |Rating: 0 0 |Link to Comment
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