Already two months past, and there is no information about AMD plans with respect to business restructuring . AMD was assembled to get rid of some active memberships with the release of certain processors part at contract producers. The company already has a positive collaboration experience with Chartered semiconductor, which produces 90 nm and 65 nm AMD processors .
Realizing this program, AMD slowed down the reconstruction rates of Dresden fab 30, which after passage to the release of 65 nm processors had to be renamed on Fab 38 and increase the production volumes . From other side, AMD representatives talked that the company was interested in building one or even two-three factories in American state New York, and temporary financial difficulties will not interfere with the realization of this plan.
AMD company searches for ways to expand its business, which implies to the development of processors by AMD and also the creation of complete production chain in other companies. According to AMD representative , this concept will increase the portion of processors , whose are released by Chartered.
Some analysts predict, that AMD can charge the production of the substantial inexpensive processors part to company TSMC. For AMD it will be simpler to order additional processors volumes from chartered semiconductor and UMC companies . This latter, already deal with the technology SOI, which is adapted in the production of AMD processors . Talking about TSMC , this last do not see any sufficient demand on SOI in order to actively master this technology. Chartered Company negotiate with AMD, expecting to obtain orders for the production of 45 nm processors.
The most interesting, that all upcoming conversions in AMD production policy forced stock exchange analysts to lower the actions rating of this company. On their opinion, the personal production capacities of AMD company with not be able to compete with Intel. Let us note that ATI and NVIDIA do not independently release video chip and chipset, they order them from (TSMC and UMC). This factor is not considered as negative. It cannot be excluded that AMD will succeed to decrease expenditures and increase the production volumes . In a word, it is not necessary to believe the pessimistic analysts forecasts .....