BAD HARDWARE WEEK

'The production in the future 'Fab38' -- which is what we call our recently expanded chip factory in Dresden -- will no longer start production at a steeper rate of pace -- which was what we have originally planned. One can say, we will proceed on a flat curve,' he added.

Does it mean no 45nm in 2008? Or simply delay of 65nm new cores? Or both. Or not perhaps so bad at all.
On the contrary, that could mean satisfying yield for existing technology that enables low price competitiveness.
Anyway, that could mean 45nm troubles for all, not for AMD only.

The worst case scenario is that AMD gives up from Chartered production started in June. That would be a slap.
But, wait 2-3 weeks to see what actually happens. In pratice, that could mean Chartered pipe is simply temporarily switched to the other customers:

Now Fab7 looks set to return to ramping, though the end of year figure given suggests that the ramp rate of 1,000wspm will not be as fast for AMD compared to the IBM/Microsoft ramp in the second half of 2005, which averaged about 1,450wspm.