Caporegime
- Joined
- 18 Oct 2002
- Posts
- 33,188
AMD just got two billion investment. The Dubai group, the richest investment group in the world, bar none, bought out AMD's fab's and own 45% of AMD design, AMD own 55% of AMD Foundry which is officially owned by the Dubai group. They are building and have planning permission for a 6 billion fab in new york and appear to be planning, though no solid info, another large fab in the mid east, you'd guess in the Dubai area, though maybe Israel as they have the staff/education for it with INtel being in the area aswell.
Dubai group are trillionaires, and far far richer than Intel, massively. They spunked and agreed to commit in total about 8-9billion in total in the AMD deal and it isn't even a big deal as far as they are concerned. In trouble, are you kidding me?
AS for losing market share, not really that much. It was inevitable their market share would go down as production capacity and contracted chip shipments got close, which was always going to happen at some point along the way if their market share continued to grow which it did. The biggest hit to market share was hitting their capacity limit and being commited so close to it they couldn't afford the downtime to switch to an immatture 65nm process, which is why the 90nm to 65nm switch took 3 times as long for AMD as Intel, when you have 10 fabs, shutting 1 down to switch over when you're no where near maxing your capacity is easy. When you have 2 fabs, at max capacity and beyond the limits they expected of the fabs, shutting one down means several months of producing not enough chips to forfill contracts and getting screwed out of 100's of millions in the process.
its why they've been gearing up to build this New York fab for around 2 years now, a 6billion project doesn't happen overnight.
AMD are in the strongest position they've ever been, not limitless, but massive investment, room to manouvre, not having to chase Dell contracts that put too many limits on them, knowing the capacity is coming in the near future and knowing they are MORe than safe till that happens.
Dubai group are trillionaires, and far far richer than Intel, massively. They spunked and agreed to commit in total about 8-9billion in total in the AMD deal and it isn't even a big deal as far as they are concerned. In trouble, are you kidding me?
AS for losing market share, not really that much. It was inevitable their market share would go down as production capacity and contracted chip shipments got close, which was always going to happen at some point along the way if their market share continued to grow which it did. The biggest hit to market share was hitting their capacity limit and being commited so close to it they couldn't afford the downtime to switch to an immatture 65nm process, which is why the 90nm to 65nm switch took 3 times as long for AMD as Intel, when you have 10 fabs, shutting 1 down to switch over when you're no where near maxing your capacity is easy. When you have 2 fabs, at max capacity and beyond the limits they expected of the fabs, shutting one down means several months of producing not enough chips to forfill contracts and getting screwed out of 100's of millions in the process.
its why they've been gearing up to build this New York fab for around 2 years now, a 6billion project doesn't happen overnight.
AMD are in the strongest position they've ever been, not limitless, but massive investment, room to manouvre, not having to chase Dell contracts that put too many limits on them, knowing the capacity is coming in the near future and knowing they are MORe than safe till that happens.