AMD - UMC : a chipmaking partner - was wird´s bringen ? - 500 Beiträge pro Seite

[MSolver]

dann fang ich mal einen neuen Thread an.
Evtl. gehen wir jetzt mit UMC in die richtige Richtung.....


Thursday January 31 03:15 PM EST

AMD: We need a chipmaking partner
By John G. Spooner, ZDNet News
The company is considering a deal with United Microelectronics to boost manufacturing capacity for its Athlon and Duron processors.



(CNet/ZDNet Privacy Policy)


Advanced Micro Devices is headed toward a chip-manufacturing deal with United Microelectronics, expected to be announced Thursday,
according to sources familiar with the agreement.

The PC chipmaker and the Taiwanese chip foundry have scheduled a conference call for Thursday afternoon. During the call, the
companies are likely to say that UMC will manufacture PC processors for AMD, the sources said.

The companies could also announce a much more extensive relationship, including a joint-manufacturing agreement,the sources said.
Under such an agreement, the companies would split the cost of a new manufacturing facility, known as a fab, or possibly add on to an
existing AMD facility.

Through such a deal, AMD would be aiming to boost manufacturing capacity for its Athlon and Duron processors and reduce the costs
involved. AMD declined to comment, and UMC could not be reached for comment.

AMD gave notice last fall that it would be moving in this direction, even though such an arrangement goes against the company`s long-standing
preference for building chips in-house. CEO Jerry Sanders is famous for his 1989 declaration that "real men have fabs."

But in November Sanders acknowledged the usefulness of chip foundries and said AMD would seek partners for future fabs. The company
already has such deals in place to manufacture flash memory. "It would be foolhardy not to take advantage of the capital expenditures of the
foundry industry," Sanders said at that time.

AMD also said a year ago that it would seek a partner to build a new PC processor fab in 2004. The company could use the extra manufacturing
capacity, analysts said. "There`s an argument that if (AMD) had a few more wafers, it could sell them," said Dean McCarron, a principal at Mercury
Research. "What`s in AMD`s interest is a slight expansion of its volume, quarter to quarter, so as to not affect their pricing."

AMD has been able to meet demand with its Fab 25 in Austin, Texas, and its newer Fab 30 in Dresden, Germany. However, Fab 25 is being converted
to produce flash memory, and Fab 30 is being brought up to capacity to produce more Athlon and Duron chips. Fab 30 is scheduled to reach full
capacity by the end of this year and should be able to produce 50 million chips per year in 2003, AMD executives have said.

AMD "doesn`t need to go nuts on building manufacturing facilities, but they do need to get their next facility under way so they can increase their
volumes," McCarron said. During the fourth quarter, AMD sold out of two Athlon XP speed grades.

"A million or so extra units could help" without creating a glut of processors that would cause the company to have to cut prices to move inventories,
McCarron said. "That`s one of the beauties of having foundry arrangements--that you can have shared capacity."

UMC, the second-largest foundry behind Taiwan Semiconductor Manufacturing, already manufactures chipsets for AMD.

http://dailynews.yahoo.com/h/zd/20020131/tc/amd_we_need_a_ch…

[Rosainnenfutter]

AMD kurz vor Ankündigung von "good news"?
--------------------------------------------------------------------------------


Der Chiphersteller Advanced Micro Devices (AMD) kündigte heute an, daß man nach Börsenschluß mit United Microelectronics (UMC) zusammen einen Conference Call abhalten werde.

Nach den Worten des Analysten Tim Mahon von der CS First Boston werden beide Unternehmen verkünden, daß UMC von AMD dazu ausgewählt worden sei, einen Teil der Duron-Chip-Produktion zu übernehmen und eventuell auch beim Athlon mitproduzieren werde.

Für beide Unternehmen seien dies sehr positive News, AMD würde aktuell zum Beispiel seine Kapazitäten voll ausschöpfen und könnte Verstärkung gut gebrauchen, UMC würde zusätzlichen Umsatz und Ertrag generieren können.

[MSolver]

Thursday January 31, 5:16 pm Eastern Time
Press Release
SOURCE: AMD
AMD and UMC to Collaborate on 300-mm Wafer Fabrication Facility in Singapore
Companies will Work Together on Technology Development and State-of-the-Art Manufacturing
SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 31, 2002--AMD and UMC today announced a comprehensive alliance under which the two companies will establish a joint venture to own and operate a state-of-the-art, 300-mm wafer fabrication facility in Singapore for high-volume production of PC processors and other logic products. AMD and UMC also announced plans to collaborate in the development of advanced process technologies for semiconductor logic products. AMD and UMC separately announced a foundry agreement under which UMC will produce PC processors to augment AMD`s Dresden Fab 30 production capacity for devices produced on 130-nanometer and smaller-geometry technology.

AMD and UMC will form a joint venture known as AU Pte Ltd. to own and operate the Singapore facility. The two companies expect to begin commercial production in the joint venture facility on 65-nanometer technology in mid-2005.
....

http://biz.yahoo.com/bw/020131/310357_1.html

[MartinRR]

Damit ist klar, wo die 500 Mio. $ gebraucht werden. Imho verbessert AMD auf mittlere und lange Sicht seine Position durch diesen Deal beträchtlich. Wie in Dresden setzt AMD auf modernste Fertigungstechnologie, kann sich aber - anders als Hauptkonkurrent Intel - die Investitions- und die laufenden Kosten mit UMC teilen. Damit dürfte AMD weitere Vorteile in den Fertigungskosten erreichen.

Grüße, MartinRR

[MSolver]

@MartinRR
das will ich nur hoffen und das auch im Kursverlauf.

noch etwas:

Friday February 1, 12:01 am Eastern Time
Press Release
SOURCE: AMD
AMD and ASUS Demonstrate Commitment to Commercial Market Through AMD Assured Program
System integrators announce availability of commercial systems based on AMD Assured motherboards
SUNNYVALE, Calif.--(BUSINESS WIRE)--Feb. 1, 2002-- AMD (NYSE:AMD - news) today announced that AMD and ASUS Computer International have teamed up to promote the AMD Assured(TM) Program for the North American commercial market. ASUS, one of the world`s leading motherboard manufacturers, offers AMD Assured motherboards for system integrators who build AMD processor-based commercial systems.

The AMD Assured Program is designed to help commercial system builders identify AMD processor-based motherboards that provide stability and long-term availability, enable planned technology transitions, and offer standards-based manageability needed in commercial systems. AMD Assured motherboards have passed AMD`s manageability and validation tests, and are available for use in commercial systems powered by AMD processors, including the AMD Athlon(TM) XP and AMD Duron(TM) processors.

``The AMD Assured Program demonstrates AMD`s continued commitment to the commercial market, and helps provide a key building block desired by IT managers and commercial customers,`` said Tim Wright, director of desktop marketing at AMD. ``The ASUS A7V266-E/AA motherboard has many excellent features that meet the standards required by commercial customers. In the future, we look forward to having additional motherboards as part of the AMD Assured Program to address other segments in the market.``

....
hier geht es weiter:

http://biz.yahoo.com/bw/020201/312609_1.html