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To: fastpathguru who wrote (269455)3/7/2012 2:55:26 PM
From: Mahmoud Mohammed
of 273336
 
Mr Guru,

Re: "TSMC suddenly halts 28nm production ...Regardless of the actual impact on AMD, which in this case (as related to decoupling from GF) is zero."

This is one of the "downsides" to your infamous "middleman" philosophy ... BTW, you do remember the GloFo yield and
manufacturing problems, right ??!! You're very technically "naive".

Mahmoud

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To: Mahmoud Mohammed who wrote (269456)3/7/2012 3:37:49 PM
From: fastpathguru
of 273336
 
Mr Guru,

Re: "TSMC suddenly halts 28nm production ... Regardless of the actual impact on AMD, which in this case (as related to decoupling from GF) is zero."

This is one of the "downsides" to your infamous "middleman" philosophy ... BTW, you do remember the GloFo yield andmanufacturing problems, right ??!! You're very technically "naive".

Why, when you refer to me talking about the downsides of farming out manufacturing, you act as if I completely deny there are downsides to farming out manufacturing? It's very strange.

Nevertheless, are you now reneging on your previous assertion (and agreement with me) that "any Fab can have process problems (yield, reliability, ...)", that these issues aren't specific to outsourcing production?

From what you've said in the past, you ought to be supportive of AMD's apparent shift towards TSMC, despite this possible hiccup.

fpg

PS: can you even articulate 'my infamous "middleman" philosophy?' I doubt it.

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To: Mahmoud Mohammed who wrote (269456)3/7/2012 3:46:56 PM
From: rzborusa
of 273336
 
You're very technically "naive".

Is that the same as very "naive" technically. Is there any field beyond your expertise?

Let me give you some advise, if you will.

Humble yourself. Keep your heart pure. Don't listen to rent-a-buddies and flatterers.

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To: fastpathguru who wrote (269455)3/7/2012 5:06:46 PM
From: Elmer Phud
of 273336
 
Now anytime anything happens at any fab, Elmer's going to have to post something to me about how AMD and I are doomed...

Regardless of the actual impact on AMD, which in this case (as related to decoupling from GF) is zero.


We have tried to educate you to no avail. You were saying now AMD can go wherever they want for manufacturing, because you assume Parts is Parts. Now we see AMD has very limited choices as to where to go. One place has poor yields and the other place has no yields, assuming the article is correct. After breaking with GLF, where are they going to get SOI? Their highend design would require a major overhaul. They've done the work for Fusion but not, as yet, for BD or it's derivatives. So the impact will be far from zero if there is an actual problem at TSMC because that's where AMD's future lies.

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To: Elmer Phud who wrote (269459)3/7/2012 5:38:01 PM
From: Mahmoud Mohammed
of 273336
 
Elmer,

Re: "... Now we see AMD has very limited choices as to where to go. One place has poor yields and the other place has no yields, assuming the article is correct. After breaking with GLF, where are they going to get SOI? "

Such is the life of a "middleman" ... Who can the "middleman" pass the losses to ??!! Maybe the shareholders. lol

Mahmoud

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From: Elmer Phud3/8/2012 10:41:58 AM
of 273336
 
TSMC shuts down 28nm wafer fab production ... yield issues identified

electronics.wesrch.com

Speculation based on rumor. Nothing really new here but we aren't hearing any denials out of TSMC.

Halting production would mean that they actually discovered the problem's source and have a solution. It never makes sense to continue production on bad wafers, as this just adds cost to a product with no value. So you scrap the wafers and start fresh with the new process.

The author is contradicting himself here. Halting production may just mean they were tired of flushing wafers down the toilet. Whatever the cause, it's becoming clear that each new process generation is becoming more and more difficult to bring up to speed.

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From: Elmer Phud3/8/2012 2:20:55 PM
of 273336
 



AMD dumps SOI

David Manners

Thursday 08 March 2012 01:00



Intel was right all along on SOI. The company has eschewed SOI manufacturing for 30 years. Now AMD says it will not use SOI wafers for the 28nm node.





“On 28nm, all of our products will be bulk," says Thomas Seifert, AMD’s CFO.

Intel has flirted with SOI for several decades but has never used the technology for mainstream product manufacturing.

In the 1990s, Intel and HP co- developed SOI technology at HP’s Palo Alto ULSI laboratory, but the technology was never adopted for commercial products.

About ten years ago Intel announced a 'TeraHertz' transistor which was a fully depleted SOI transistor but, although Intel has developed its own variant of SOI, it has never been used it in anger.



According to AMD’s Seifert: "There are always trade-off decisions. But the flexibility that we gain moving in that direction... the flexibility across foundry partners, across design tools out-weigh that by far, the benefits of SOI."



In other words being mainstream gives you more options – an old industry lesson, but one always worth learning.




electronicsweekly.com


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From: Elmer Phud3/9/2012 10:51:57 AM
of 273336
 
AMD, SeaMicro Fire Back at Intel Over Exec's Remarks

pcmag.com

My take, Bryant's words were poorly chosen.

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To: Elmer Phud who wrote (269463)3/9/2012 1:33:06 PM
From: rzborusa
of 273336
 
Yes, poorly chosen, even if true and extremely poor if not true.

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From: Elmer Phud3/11/2012 6:16:42 PM
of 273336
 
AMD Lifted By Optimism Under New CEO

SAN FRANCISCO (MarketWatch)--Seven months after taking the helm at Advanced Micro Devices Inc. (AMD), Chief Executive Rory Read is leading the chip giant through a period of optimism even as analysts point to challenges in a changing market.



The upbeat views were reinforced over the past two weeks with two AMD initiatives, including an agreement to buy the microserver company SeaMicro. The positive vibes are also evident on Wall Street where AMD's stock has risen more than 40% since the beginning of the year. The stock has outpaced rival Intel Corp. (INTC), which has risen about 12%, and the Philadelphia Semiconductor Index (SOX) which is up 16%.

Read, who previously served as chief operating officer at Lenovo, was named CEO in August, ending a long period of uncertainty at AMD.

At first, Read's effort to paint a generally rosy picture of AMD was met by a fair degree of skepticism among analysts who were still worried about the company's position in a shifting landscape.

Bernstein Research analyst Stacy Rasgon observed how Read "tends to talk a lot and not say much." Analyst Cody Acree of Williams Financial Group cited the boyish-looking executive's penchant for speaking "in broad strokes."

"It was initially a bit of a concern," he said.

But "right now, we see action that provides details to some of the high level discussions," Acree added.

Rasgon echoed that view, saying, "It's been a long time since they had someone in the driver's seat who's capable of actually selling the AMD story."

In fact, Read took over at a time when the direction of the AMD story wasn't that clear. The chip company is wrestling with a more aggressive longtime rival Intel in the personal-computer market.

Meanwhile, there are concerns about the future of the PC market itself as the industry struggles with the rise of more popular mobile devices led by the smartphone and the tablet. Analysts and tech executives have begun referring to the post-PC era.

AMD has bet on a new PC chip family, dubbed Fusion, which combines the capabilities of core computing chips and graphics processors.

But that push suffered a setback last year because of capacity constraints at GlobalFoundries, the company spun off from the chipmaker's manufacturing operations. Essentially, GlobalFoundries could not produce Fusion in the volumes that AMD needed to meet demand mainly for notebooks and desktops.

AMD has fixed that problem. This week, the company announced a new wafer supply agreement that some analysts say could potentially improve the chipmaker's profitability.

What's gotten more analysts excited is AMD's newly unveiled plan to buy SeaMicro, a small company with a highly regarded technology that allows servers to operate more efficiently while consuming less power.

The move is seen strengthening AMD's position in the server-chip market at a time when companies are embracing cloud computing, in which businesses access computing power through a network, instead of setting up their own data centers.

"It's a huge deal for AMD," Evercore analyst Patrick Wang said. "The SeaMicro deal is very meaningful and significant, reflecting AMD's new foundation for its server business."

Longbow Research analyst JoAnne Feeney said in a note that the SeaMicro acquisition "has the potential to place AMD at the center of the fastest growing segment of the server market."

Acree argued that it also highlights a change in AMD's approach. The company historically has played second fiddle to Intel in the PC and server markets.

"AMD has historically been a fast follower in the microprocessor market," Acree said. "Rory has come in and in just a few months has really instilled the new mind set for AMD, to take the leadership position."

However, Wang cautions that AMD still faces enormous challenges, given the changes in the market, including the rise of tablets and new form factors, such as the Intel's Ultrabook concept for high-performance, low-notebooks.

Today, AMD must compete not only with Intel, but also with a broader range of players, including Qualcomm Inc. (QCOM), Apple Inc. (AAPL) and Texas Instruments Inc. (TXN), he said.

"They're competing with a very vibrant and healthy landscape of companies out there," he said. "It's a very crowded and challenging market."

But he and other analysts also agree that Read has brought a new excitement to AMD.

"I think what AMD is doing is actually very exciting," Wang said.

news.morningstar.com

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