AMD + Tablet Penetration Rate + Intel's Fab 42

choi

(1) Shara Tibken and Don Clark, AMD Posts Loss After write-downs, Says Sales Will decline This Quarter. Wall Street Journal, Jan 25, 2012.

Quote:

"AMD has long competed against Intel Corp in the chips that serve as the calculating engines in personal omputers, and against Nvidia Corp in chips that supply graphics for PCs and other products. The company has weathered a series of problems lately, including shortages of advanced chips from a company called Globalfoundries that took over AMD's former manufacturing operations.

"Mr [Rory] Read[, AMD's chief executive,] said shipment of chips that had been in short suppliy from Globalfoundries--thosewith circuits measuring 32 nanometers, or billionth of a meter--increased by some 80% to represent a full third of the company's microprocessor shipments" in the fourth quarter.

my comment:
(a) News release: AMD Reports Fourth Quarter and Annual Results. AMD, Jan 24, 2012.
http://phx.corporate-ir.net/phoe ... 2123&highlight=
(b) The above does not say anything about 32-nm process, such as revenue from it.

It remains to be seen how many 32-nm chips AMD received from Globalfoundries. The "80%" figure is vague, because the base--the Q3, might be samll; then 80% increase was not many.
(c) There is no need to read the WSJ report.   

(2) Lee Rainie, Tablet and E-book reader Ownership Nearly Double Over the Holiday Gift-Giving Period. Pew Internet (a project of Pew Research), Jan 23, 2012.
http://www.pewinternet.org/Repor ... rs-and-tablets.aspx

(3) G Dan Hutcheson, The Cooks Tour: Intel Fab 42. VLSI Research, Jan 19, 2012.
http://electronics.wesrch.com/pa ... s-tour-intel-fab-42

My comment: Due to enormous demand, I have not been able to access the web page.