Ajay
Lifer
- Jan 8, 2001
- 16,094
- 8,106
- 136
I still don't see how it adds up. Let's say GloFo makes it to risk production in January. AMD gets first silicon back on January 2nd - the very first wafer off the line. How do you qualify that silicon, place a wafer order, get the wafers manufactured, cut, tested, packaged and shipped in 30 - 60 days.
They don't. Either AMD is really going to be producing in 4Q17 or they aren't going to be shipping anything in February 2018. This upcoming Digitimes article ought to be interesting - unless they are starting to try click-bait articles.