AMD was planning to upgrade its Dresden fab 30 to 65nm and 300mm wafers, thus becoming fab 38, in 2008. But after losing more than $1 billion USD in two quarters AMD has had to revise its plan and simply push the wafer upgrade into the future. The plant is well on the way on becoming 65nm, but the wafers are still 200mm and will remain so until 2009. We have to say that this is not a move we had anticipated as larger wafers yields larger margins and more profit in the long run. But if you don’t have the money, you don’t have the money.
