Thursday, October 19, 2006

AMD's Winning Ways Underappreciated [Fool.com: Motley Fool Take] October 19, 2006

AMD's Winning Ways Underappreciated [Fool.com: Motley Fool Take] October 19, 2006: "And while we're on the subject of margins, AMD is installing more 300-mm wafer facilities to replace the old 200-mm tools, which should increase output and lower manufacturing costs significantly. In addition, the move from 90-nm to 65-nm technology is underway, with the first 65-nm products shipping this quarter, both from its own factories and from manufacturing partner Chartered Semiconductor. Smaller chip traces mean more chips per wafer -- again increasing manufacturing efficiencies -- as well as cooler, lower-power operation. These attributes are proving more attractive than raw processing power these days, especially to corporate customers who need to power and cool data centers that house thousands of processors."

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