Thursday, March 30, 2006
AMD chips get boost from the second source fab in June
Singapore Chartered Semi May Get Revenue Boost From AMD.Fab 7, Chartered Semi's newest plant where it makes the chips for AMD, started operations in the second quarter of 2005.The Singapore- and Nasdaq-listed company will roll out initial production of microprocessors for AMD in June.
"We believe the market has underestimated the impact of the AMD64 microprocessor project," said UOB Kay Hian analyst Jonathan Koh in a research report released Thursday.
AMD vs Intel -- the stakes get higher For the last several months, Advanced Micro Devices has played David to Intel's Goliath. The No. 2 maker of chips for PCs and servers has grabbed a big chunk of the $9 billion market from its problem-plagued larger rival, all the while giving investors a remarkable return for their money: the stock's up about 130 percent over the last 12 months.
Interesting coincidence, Dell will be ready for AMD production just in June. But hmm, will that happen or not, what is your bet?
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