View Full Version : AMD to go fabless and pull out of manufacturing?
http://www.techreport.com/onearticle.x/12698
Doesn't make sense, they have more than 3 fabs and to pull out? They just permission and financial backing to build a plant in New York?
Maybe they need a personnel overhaul at teh fabs so that transistions into new lithography techniques can be implemented with out much hitches as with Intel etc.
Then again what do I know about the siicon ASIC business
Analysts pulling stuff out of their arses.
RussianHAXOR
06-20-07, 03:42 AM
this seems odd since they were talking about building new fabs and such.... odd.
this seems odd since they were talking about building new fabs and such.... odd.
ANALyst talk ;)
The reason they've contracted out some of their processors is they haven't had the capacity to meet demand. That doesn't sound at all like a company that is going to go fabless.
Also, process technology is vitally important in the CPU business. They guarantee they'll always be behind Intel if they make themselves dependent someone else's fabs.
Madpistol
06-20-07, 10:37 AM
Sounds like a company that is nearing bankruptcy and needs to cut their expenditures. That's not good.
evilchris
06-20-07, 01:30 PM
I hope AMD goes out of business so I don't have to hear about their slow, ****ty CPU's anymore.
Redeemed
06-20-07, 03:56 PM
I hope AMD goes out of business so I don't have to hear about their slow, ****ty CPU's anymore.
I hope you're kidding. Do you really think Intel will continue to produce processors as awesome as the Core2 Duo is if they have no competition?
I'll give you the benefit of the doubt and assume that you were only be a sarcastic smart-@$$, as usual. ;)
RussianHAXOR
06-20-07, 08:52 PM
The reason they've contracted out some of their processors is they haven't had the capacity to meet demand. That doesn't sound at all like a company that is going to go fabless.
Also, process technology is vitally important in the CPU business. They guarantee they'll always be behind Intel if they make themselves dependent someone else's fabs.
I dont necessarily see AMD CPUs flying off the shelves...;)
Not many CPU's are sold on store shelves. I'm sure AMD marketshare has dropped from their peak, but they still have significant OEM sales and the CPU's are still pretty solid server chips. And I'm sure there's other products they use to fill up the fab space if CPU demand wavers. I really really doubt their fabs spend much time sitting idle. It's better to almost give away the CPU's than let the fab sit there.
Madpistol
06-20-07, 11:07 PM
I hope AMD goes out of business so I don't have to hear about their slow, ****ty CPU's anymore.
You're a moron if you truly think that. What a horrible market computer manufacturing would be without AMD. You'd better pray that they pull themselves out of this mess.
He is taking the mickey boyz..relax. It seems like he likes to rile other members with comments like that or it migt be force of habit to react like the way he has done here. But before this gets into a flamewar....evil is j/k
evilchris
06-20-07, 11:54 PM
I love you Muya
Sounds like a company that is nearing bankruptcy and needs to cut their expenditures. That's not good.
Exactly. It makes sense when you consider the amount of cash AMD has left in their bank at the end of last quarter. $1.1 billion isn't gonna last them long.
I love you Muya
Hell your avatar gives it away.
;)
nrdstrm
06-21-07, 12:51 AM
Not many CPU's are sold on store shelves. I'm sure AMD marketshare has dropped from their peak, but they still have significant OEM sales and the CPU's are still pretty solid server chips. And I'm sure there's other products they use to fill up the fab space if CPU demand wavers. I really really doubt their fabs spend much time sitting idle. It's better to almost give away the CPU's than let the fab sit there.
Really? I work for an Smaller OEM (only 40 stores), but at my location, we sell about 1 or 2 AMD systems per week compared to 20-40 Intel systems (sometimes more). Even our hardcore AMD business accounts are starting to switch to Core 2...As for off the shelf, 2-8 AMD CPU's Per Month vs. maybe 50-100 intel per month...
Don't get me wrong, I dont want AMD to go out of business or anything....I'm just stating our sales figures...It's quite sad really...It was the other way around a year ago...
Redeemed
06-21-07, 05:21 AM
I love you Muya
I WANT THE VIDEO!!! :captnkill: (nana2) :nanahump:
fraggelrock
06-22-07, 06:30 PM
I think AMD leaving the chip mfg business will not be positive for the company.
Intel without AMD, would eventually become a weak company.
I hope that AMD stays alive, they make good product, but they have lost some of the high-end processor market to Intel.
Intel Duo all the way for me... for now... (lee63)
Bman212121
06-23-07, 01:53 AM
I'm still banking that the merger has taken a big toll on both AMD and ATI. It could be very possible that they might decide to get out of the high-end market to be able to focus on mainstream. I highly doubt they are pulling out of manufacturing since you have to account for all of the other fabs they have now since they have ATI as well. I don't have any numbers, but if AMD has 3 processor fabs, they should have at least 5 between the two entities. That's a hell of a lot of stuff to can.
AngelGraves13
06-25-07, 03:52 PM
AMD needs to scrap everything they have and start over. They need to kind of put ATi aside for the moment and focus on getting something new to market. I remember when AMD and ATi were king and no one had anything good to say about Intel and NVIDIA. I don't think AMD would ever sell ATi to NVIDIA (antitrust?) and personally, I think NVIDIA seems to know more about building a powerful processor than Intel or AMD does. GPUs are gonna hit 1TF soon and our desktop processors are barely at a fraction of that. If only we could be using XDR2 in our computers instead of DDR2/3 we'd see huge increases. XDR2 operates at 8Ghz!
Really? I work for an Smaller OEM (only 40 stores), but at my location, we sell about 1 or 2 AMD systems per week compared to 20-40 Intel systems (sometimes more). Even our hardcore AMD business accounts are starting to switch to Core 2...As for off the shelf, 2-8 AMD CPU's Per Month vs. maybe 50-100 intel per month...
Don't get me wrong, I dont want AMD to go out of business or anything....I'm just stating our sales figures...It's quite sad really...It was the other way around a year ago...
I don't disagree that AMD's marketshare has dropped, probably quite significantly. However, I doubt that a chain of small stores is going to be representative of the industry at large in terms of sales ratios.... it's certainly not quite as bleak as 4-8% of the market as your numbers would suggest.
The idea of AMD going fabless still makes no sense. They know they have to get big and stay big to have a chance of competing with Intel in the long term. They rode the Athlon 64 wave for quite a long time, and quite successfully. But that's kind of the way the hardware business has worked for a while- who's on top depends a lot on who just released a new architecture. AMD was the top dog for a few years, and capitalized tremendously on missteps by Intel. Intel's gotten their act together to a large degree, and AMD doesn't quite have their next gen product out the door yet, so Intel's on top at the moment. I wouldn't write off AMD just yet, but obviously if they don't have a competitive product when Barcelona does hit the streets, they're in serious trouble.
For the record, atm my primary system is a Core 2, but I also have a Pentium 3 and Athlon XP kicking around- I'm brand agnostic, whoever's got the best bank per buck ratio when I'm ready to buy, but I do think it'd be detrimental to the industry to see AMD fade away.
Treason
06-25-07, 09:04 PM
Seems to me Intel Core 2 Duo fits everyone's needs from top tier to bottom and AMD has realized this.
Redeemed
06-26-07, 06:20 AM
Seems to me Intel Core 2 Duo fits everyone's needs from top tier to bottom and AMD has realized this.
:wtf:
http://www.newegg.com/Product/ProductList.aspx?Submit=ENE&N=2010340343%2050001157%201050722265%201051707842% 204017&bop=And&Order=PRICE
http://www.newegg.com/Product/ProductList.aspx?Submit=ENE&N=2010340343+50001028+1050717007+1050923825&name=Brisbane
AMD completely dominates the low end buddy. At the moment Intel has nothing to directly compete against the X2 3600. That Brisbane is a killer oc as well. Most get 3.1GHz on air easy. Not bad at all.
mcolbourn
06-26-07, 12:03 PM
but I do think it'd be detrimental to the industry to see AMD fade away.
Yes this is very true, I am guessing that if this does happen we will see a much slower roll out on new processors from Intel for the desktop PC's.
I don't disagree that AMD's marketshare has dropped, probably quite significantly. However, I doubt that a chain of small stores is going to be representative of the industry at large in terms of sales ratios.... it's certainly not quite as bleak as 4-8% of the market as your numbers would suggest.
The idea of AMD going fabless still makes no sense. They know they have to get big and stay big to have a chance of competing with Intel in the long term. They rode the Athlon 64 wave for quite a long time, and quite successfully. But that's kind of the way the hardware business has worked for a while- who's on top depends a lot on who just released a new architecture. AMD was the top dog for a few years, and capitalized tremendously on missteps by Intel. Intel's gotten their act together to a large degree, and AMD doesn't quite have their next gen product out the door yet, so Intel's on top at the moment. I wouldn't write off AMD just yet, but obviously if they don't have a competitive product when Barcelona does hit the streets, they're in serious trouble.
For the record, atm my primary system is a Core 2, but I also have a Pentium 3 and Athlon XP kicking around- I'm brand agnostic, whoever's got the best bank per buck ratio when I'm ready to buy, but I do think it'd be detrimental to the industry to see AMD fade away.
But you do know that Intel has a lot more money than AMD.
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