Feeds

AMD sold out of Flash well into 2001

Bodes well for bottom line

  • alert
  • submit to reddit

SANS - Survey on application security programs

Chip company AMD confirmed today that it has sold out of its entire Flash capacity not just for the year 2000, but for next year too. AMD has a joint venture with Fujitsu, dubbed FASL, which has five fabs around the world producing product. Peter Heinrich, director of marketing of AMD's memory group in Europe, said, however, that it was unlikely consumers will be affected by the shortages, caused by a vast increase in demand for mobile phones. Heinrich said: "It is very clear that the market has changed and demand for Flash now outstrips supply. Every wafer this year is sold out to dedicated customers and that's also true for 2001." He said that most of AMD's Flash capacity went to tier one customers, with which it has long term agreements. Those customers have already secured their allocations for next year, but Heinrich said AMD has also acted to ensure that the firm's distributors are unaffected by the shortage. He said: "We can count on the revenues from Flash for both this year and next." Mobile phones account for the lion's share of demand for Flash, he said. "Mobile phones is one of the bigger market segments but we serve various other segments too," he said. There will be 435 million phones built worldwide this year, AMD estimates. He said that it wasn't just Flash which was affected. "There's a shortage of capacitors, displays and filters because of the enormous growth too," he said. AMD's CEO Jerry Sanders said at a shareholder's meeting last week that his firm and Fujitsu were investing heavily to meet future Flash demand. Heinrich's observations were confirmed by Richard Gordon, senior memory analyst at Dataquest Europe. He said that Flash revenues were expected to rise by 100 per cent this year. "Nokia and Ericcson are putting in place deals that guarantee supplies," he said. "Portable applications are fuelling the market," he added.

Combat fraud and increase customer satisfaction

Whitepapers

Securing web applications made simple and scalable
In this whitepaper learn how automated security testing can provide a simple and scalable way to protect your web applications.
3 Big data security analytics techniques
Applying these Big Data security analytics techniques can help you make your business safer by detecting attacks early, before significant damage is done.
The benefits of software based PBX
Why you should break free from your proprietary PBX and how to leverage your existing server hardware.
Mainstay ROI - Does application security pay?
In this whitepaper learn how you and your enterprise might benefit from better software security.
Combat fraud and increase customer satisfaction
Based on their experience using HP ArcSight Enterprise Security Manager for IT security operations, Finansbank moved to HP ArcSight ESM for fraud management.