A REPORT in the Poughkeepsie Journal said that IBM has started a major extension to its 300 millimetre fabrication plant.
East Fishkill, according to the paper, makes processors for high end IBM kit, for Apple Computers, and it claims, for Advanced Micro Devices.
AMD and IBM have a strategic alliance on microprocessor development, but it's never been entirely clear whether that deal includes making chips for the small X86 company.
The paper quotes the publisher of the Infrastructure newsletter as saying much of the R&D capacity at IBM's existing plant concerns AMD projects. AMD has staff based in East Fishkill.
It may also churn out Playstation 3 microprocessors at this fab.
The paper said that IBM is keeping silent on Annex 323-A, which it estimates will cost a cool one billion dollars.
The annex is 372,000 square feet and is being put together in a tearing hurry, the newspaper said. It also quotes a consultant as saying that there are "unusual alliances" afoot. We wonder what those could be.
This news comes as Dell CEO Kevin Rollins threw out further hints that his firm might use AMD microprocessors. Have a gander at Ace's Hardware forum.
Had Kevin Rollins, Dell’s CEO and president, said that Dell was looking at AMD blah blah blah it would have been the usual drivel. Just pressuring Intel’s prices down. But he didn’t.
Kevin Rollins said (twice, not once by mistake - twice) that Dell are closer to AMD than they have ever been and that some of AMD’s chips are actually superior to Intel’s chips – especially the Opteron and Athlon 64 FX. Add to that the fact that Broadcom is focusing on chipsets for AMD Opteron and that Sanmina has joined the AMD Validated Server program. Hint: Dell is a huge customer at Broadcom and Sanmina.
AMD mentioned at their Analyst Day that 30 new server designs would be out in Q1 2005. A few of them will be from Dell. They are designed by Sanmina and they will run on Broadcom chipsets. The deal is printed out and already signed.