Originally Posted by James
AMD has managed to get itself into the position where it has 2-3 fabs worth of potential capacity that it pays for at wafer cost, has set up competition in the fab market which can only be good for them, and brought in ATIC who have near limitless funding capability to push forward into the future. Intel are trying to hawk their spare fab capacity with little success. Who's doing it right?
You talk like ATIC would use its limitless funding capacity to AMD's sake. It won't.
The fact that they booted out AMD of GLF's MB and ditched future nodes of AMD's exclusive process says a lot of what kind of relationship they want with AMD.
GLF will take care of itself and will take decisions that are good for the company, not for AMD. Those 2-3 fabs worth of potential are more due to GLF's weakness than anything else. Had GLF other customers AMD would be facing more of the same constraints it is facing at TSMC.