[IWE] AMD goes fabless

Jay Mehaffey iwe@warhead.org.uk
Tue, 7 Oct 2008 10:35:56 -0700 (PDT)


--0-222232087-1223400956=:9521
Content-Type: text/plain; charset=windows-1252
Content-Transfer-Encoding: quoted-printable

http://www.anandtech.com/cpuchipsets/showdoc.aspx?i=3D3425=0A=0A>We just go=
t off of a conference call on AMD, where they have=0A>announced that the ye=
ar and a half speculation about their=0A>=93asset light=94 strategy is true=
. AMD is going fabless.=0AEffective=0A>immediately, AMD will begin to spin =
off its fabrication=0Afacilities=0A>in to their own company, simple called =
the Foundry Company.=0A>There are a lot of details to cover, so let=92s div=
e right in.=0AIt looks like a complex deal, involving a lot of foreign mone=
y=0Ain addition to just spinning of their fabs. The current economic=0Asitu=
ation left AMD will little choice, they had to raise money=0Aand this was t=
he only way to do it.=0A=0AI hope it works for them, but I have my doubts i=
n the long run.=0AThere is a close tie between chip design and chip manufac=
turing,=0Awhich will now be at different companies.=0A=0AJay=0A=0A=0A      
--0-222232087-1223400956=:9521
Content-Type: text/html; charset=windows-1252
Content-Transfer-Encoding: quoted-printable

<html><head><style type=3D"text/css"><!-- DIV {margin:0px;} --></style></he=
ad><body><div style=3D"font-family:times new roman,new york,times,serif;fon=
t-size:12pt"><div>http://www.anandtech.com/cpuchipsets/showdoc.aspx?i=3D342=
5<br><br><span class=3D"content">&gt;We just got off of a <a itxtdid=3D"691=
9386" target=3D"_blank" href=3D"http://www.anandtech.com/cpuchipsets/showdo=
c.aspx?i=3D3425#" style=3D"border-bottom: 0.075em solid darkgreen ! importa=
nt; text-decoration: underline ! important; padding-bottom: 1px ! important=
; color: darkgreen ! important; background-color: transparent ! important;"=
 classname=3D"iAs" class=3D"iAs">conference call</a> on AMD, where they hav=
e<br>&gt;announced that the year and a half speculation about their<br>&gt;=
=93asset light=94 strategy is true. <strong>AMD is going fabless</strong>.=
=0AEffective<br>&gt;immediately, AMD will begin to spin off its fabrication=
=0Afacilities<br>&gt;in to their own company, simple called the Foundry Com=
pany.<br>&gt;There are a lot of details to cover, so let=92s dive right in.=
</span><br>It looks like a complex deal, involving a lot of foreign money<b=
r>in addition to just spinning of their fabs. The current economic<br>situa=
tion left AMD will little choice, they had to raise money<br>and this was t=
he only way to do it.<br><br>I hope it works for them, but I have my doubts=
 in the long run.<br>There is a close tie between chip design and chip manu=
facturing,<br>which will now be at different companies.<br><br>Jay<br><br><=
/div></div><br>=0A=0A      </body></html>
--0-222232087-1223400956=:9521--