AMD或许将要甩卖工厂？

itany

AMD confirms fab spinoff
Updated Almost

By Charlie Demerjian: Wednesday, 23 July 2008, 5:57 PM

Update
AMD says that Dirk was misquoted. His original quote mentioned radically transforming the way wafers are manufactured, but nothing about spinning off fabs. Throw in some drinks, scantily clad fab workers, and the thin air of Austin's high altitude, and you can see how things came out the way they did. We still stand by our original story.


AMD JUST CONFIRMED our story about spinning off its fabs. Since it was uttered by newly-fabbed CEO Dirk Meyer in an Austin American Statesman interview, it is going to be hard to spin.

Buried about halfway down the article, here, is the golden quote, "And Meyer says the company is just months away from a major restructuring that will spin the manufacturing operations off into a separate company, with new ownership." If you have been paying attention, the likely suitor is from Abu Dhabi, but that may have changed.

In any case, it was a done deal last winter, it is a done deal now, there is just paperwork left to do. AMD has been busily prepping all close partners, upstream, downstream and governmental, about the shift for a long time, so expect things to go pretty smoothly.

Fire up the Bloomberg terminals. Today is going to be a fun one, even if the best names are already spoken for. µ

三毛妮

负担不起当然要卖

superlee01

不是A要倒闭了吧？
惨了
天下要大乱了！

runrun

卖给中国ZF最好，不要去做什么龙芯了，双营。

九泉苍月

别大惊小怪，该合资的合资该卖的卖，AMD的亏损大部分来自近期折旧和溢价收购，既然负担不起Fab的成本，不如放弃，这也是AMD唯一能放弃的东西了。
Nvidia Corp.之所以不做Fab也是玩不起这个，把这个的成本转嫁到了TSMC头上，由于没走什么错误，自然平步青云来到Fabless的顶端

julian110

连Intel都快玩不起了，后边的FAB都要找3*合作了

Jason21

原帖由 julian110 于 2008-7-25 19:02 发表
连Intel都快玩不起了，后边的FAB都要找3*合作了

那是合作开发技术，而FAB还是intel自己建

itany

原帖由 julian110 于 2008-7-25 19:02 发表
连Intel都快玩不起了，后边的FAB都要找3*合作了

那只是和三星、台积电达成了共同向450mm晶圆过渡的意向，使得上游的设备供应商觉得有利可图
晶圆厂还是各建各的
如果Intel都玩不起了，那还有什么能玩得起呢？

ITANIUM2

卖工厂=自杀

当年DEC 就是卖了工厂然后一步步走向深渊的