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Seems to be a point in favor of the "Real men have fabs" quip. See: http://www.eetimes.com/electronics-blogs/other/4210796/Real-men-have-fabs-or-do-they- http:
by ableal 15y ago
Seems to be a point in favor of the "Real men have fabs" quip. See:
http://www.eetimes.com/electronics-blogs/other/4210796/Real-men-have-fabs-or-do-they- http://www.eetimes.com/electronics-blogs/other/4210796/Real-...
http://www.theinquirer.net/inquirer/news/1031588/amds-sanders-real-men-dont-need-fabs http://www.theinquirer.net/inquirer/news/1031588/amds-sander...
(Unfortunately, AMD had to spin off its fab capacity as Global Foundries a few years ago.)
- wmf 15y agoSo the situation would be better if AMD owned these crappy, money-losing fabs? Why?
- JoachimSchipper 15y agoIt looks like the people doing strategy at AMD got blindsided; that would arguably not have happened if the fabs were still part of the same company.
- alexhaefner 15y agoI feel like this is a great time to make the argument that AMD chased short term profitability ahead of long term profitability. The pushed the fabs and debt off their books, and in the process handicapped themselves for the future. They really had no control over the engineering stack necessary to push innovation and keep pace with Intel. It's especially difficult if you cannot have your own engineers intimately involved in manufacturing to go back to design and make the necessary changes to keep pace with your competitors who can do this. Has fab-less worked before? Sure, but that's a different ball game than the market AMD is in, often shipping much lower volumes and in lower power devices with smaller die sizes. And obviously, this on top of other management blunders at AMD. 2 cents.