Industry sources express concern about limited capacity for AMD in 2006

Iria · Apr 15, 2006, 08:02 AM

AMD may suffer from limited capacity in the second half of 2006, following the scheduled launch of its Socket AM2 dual-core platform on June 6, according to market sources. The sources expressed concern that AMD may have a hard time maintaining strong first quarter profits and gross margins throughout the end of this year since its capacity could fail to meet demand.

In addition, Intel’s launch of the Conroe dual-core series may put more pressure on AMD, with the new processors delivering better performance than AMD’s Socket AM2 line, the sources noted. Intel will kick off volume shipments of the Conroe series in four versions in July of this year.
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Read More / Source: DigiTimes

Master Shake · Apr 15, 2006, 10:54 AM

noooooooooooooo

heffeque · Apr 15, 2006, 01:51 PM

It'll be sad to see AMD go down that way. Just Conroe is going to be killer for AMD so I can't imagine adding supply shortage to the baggage

Necrosis · Apr 15, 2006, 07:40 PM

It's going to hurt quite a bit but AMD isn't out of the fight just yet.

Chanur · Apr 16, 2006, 12:25 AM

I'd be pretty surprised if AMD has any serious shortage issues with AM2... Not only is their new fab up and running on 300nm wafers instead of the original fab's 200nm (Which will be upgraded to 300mm at some point soon as well), but they have a third source of chips through their agreement with Chartered Semiconductor.

It may just be me, but I also bet there will be a large number of AMD enthusiasts that will hold out for the 65nm processors around the first part of 07, should help alleviate any shortages to some degree. At least that's my perspective. Conroe will certainly hurt them though regardless, if it proves to be as good as it seems....

Apr 15, 2006, 08:02 AM	#1
Iria DriverHeaven Extreme Member Join Date: Apr 2004 Posts: 7,275 Rep Power: 89	Industry sources express concern about limited capacity for AMD in 2006 AMD may suffer from limited capacity in the second half of 2006, following the scheduled launch of its Socket AM2 dual-core platform on June 6, according to market sources. The sources expressed concern that AMD may have a hard time maintaining strong first quarter profits and gross margins throughout the end of this year since its capacity could fail to meet demand. In addition, Intel’s launch of the Conroe dual-core series may put more pressure on AMD, with the new processors delivering better performance than AMD’s Socket AM2 line, the sources noted. Intel will kick off volume shipments of the Conroe series in four versions in July of this year. _______ Read More / Source: DigiTimes

Apr 15, 2006, 01:51 PM	#3
heffeque DriverHeaven Junior Member Join Date: Nov 2003 Location: Salamanca, Spain, Europe. Posts: 75 Rep Power: 0	It'll be sad to see AMD go down that way. Just Conroe is going to be killer for AMD so I can't imagine adding supply shortage to the baggage __________________ (.-=Kiwi=-.)

Apr 15, 2006, 10:54 AM	#2
Master Shake DriverHeaven Addict Join Date: Apr 2005 Posts: 310 Rep Power: 0	noooooooooooooo

Apr 15, 2006, 07:40 PM	#4
Necrosis HardwareHeaven Extreme Member Join Date: May 2002 Location: Ohio Posts: 8,838 Rep Power: 131 System Specs	It's going to hurt quite a bit but AMD isn't out of the fight just yet.

Apr 16, 2006, 12:25 AM	#5
Chanur DriverHeaven Junior Member Join Date: Apr 2006 Location: Texas Posts: 66 Rep Power: 0 System Specs	I'd be pretty surprised if AMD has any serious shortage issues with AM2... Not only is their new fab up and running on 300nm wafers instead of the original fab's 200nm (Which will be upgraded to 300mm at some point soon as well), but they have a third source of chips through their agreement with Chartered Semiconductor. It may just be me, but I also bet there will be a large number of AMD enthusiasts that will hold out for the 65nm processors around the first part of 07, should help alleviate any shortages to some degree. At least that's my perspective. Conroe will certainly hurt them though regardless, if it proves to be as good as it seems....