AMD is the closest a when in tearing apart, carry out main strategy is small capital fund, actually " small capital fund is designed again " it is a topic with semiconductor very popular recently industry, so-called small capital fund weighs a design, saying simple point is semiconductor company decreases in product line (Fab) the investment that go up and cost expenses, on will major energy and the design that resource centers semiconductor product and development program, and give acting factory the important task that produces semiconductor (Foundry) carry out.
Advocate small capital fund to weigh a design, because the Fab product line of semiconductor is very special,be, more or less cannot always must maintain its to run and close easily according to order stop, if do not have enough order for goods,this is meant, product line can idling and create huge cost waste. But to traditional semiconductor manufacturer have Fab oneself for, also won't receive the manufacturing order of other semiconductor industry impossibly easily, can rely on the product measure that enlarges oneself to solve only produce can insufficient problem, however product measure is not the number that can expand at will, because layer of management of this semiconductor company must be searched,one is maintained produce the balance drop that can run with product line. No less than finds new job some the predecessor of Fabless company character of place of CEO of some semiconductor tycoon, it is to plan to produce only previously can deploy in order to ensure all Fab can be run normally already extinct the experience of above of him half the number, how can dedicated at other Where is more important strategy deploy?
From 90nm craft later, the research and development of new Fab, construction and operation cost become more and more terrible, mix as acting plant technology at the same time of cost advantage reflect, small capital fund becomes semiconductor manufacturer to promote oneself the significant step of profit margin gradually. Get Fabless profit pattern is agile, light inspire with what usury embellish leads, semiconductor company raises the strategic big flag that small capital fund designs again after 2004 in succession, will increasing produce can pass on comes true to Foundry, and the Fab that withholds a few oneself merely in order to have untimely needs. NXP, Infineon and company of semiconductor of manufacturer of Freescale3 old system join the procession of small capital fund early, even if TI of old brand tycoon also begins gradually small capital fund is changed. If we cast memory manufacturer to see traditional semiconductor tycoon, besides Intel, SamSung and Toshiba, almost the strategic principle that all semiconductor manufacturers are holding to small capital fund to weigh a design actually.
The extreme is torn apart, AMD be forced to do cranky
After this AMD is torn apart, author Ceng Yingjing is written civil, see the prospect after low AMD is torn apart. Recently, technologist of the AMD before some is being encountered on the semiconductor technology forum with be in Beijing important, AMD alludes to tear apart in chat, involve inevitably naturally the reason that tear apart and after tearing apart, make with the change that concerns between design professional work and the view that develop to AMD future business.
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