AMD Confirms 32nm Yield Issues at Global Foundriesby Anand Lal Shimpi on September 28, 2011 6:41 PM EST
AMD just announced revised revenue projections for Q3. Revenue is up compared to Q2 by 4 - 6%, but AMD had originally expected an increase of 10%. The reason for the revised projections? Llano supply is limited by apparently poor yields on Global Foundries' 32nm process. We had heard rumors to this effect for a while, but now they're officially confirmed by AMD.
The official statement is below:
The less-than-forecasted preliminary third quarter 2011 revenue results are primarily due to 32 nanometer (nm) yield, ramp and manufacturing issues at GLOBALFOUNDRIES in its Dresden, Germany factory that limited supply of "Llano". Additionally, 45nm supply was less than expected due to complexities related to the use of common tools across both technology nodes. AMD continues to work closely with its key partner GLOBALFOUNDRIES to improve 32nm yield performance in order to satisfy strong demand for AMD products.
The bigger concern in the near term is the impact this will have on the ramp of Bulldozer. Llano wasn't a huge chip, Bulldozer is.