AMD IS EXPANDING its Malaysian assembly plant over at Penang.
Hector's Asset Light plan was obviously some sort of smoke screen, because after all that chat about spinning off fabs and assembly plants, DAAMIT is now expanding its manufacturing facilities.
AMD's Penang facility has 500, 000 sq feet of space, and the plan is to expand the facility by an additional 12 per cent.
Datuk Mohd Sofi Osman, a senior suit at AMD, said the expansion will target “increasingly high-tech value added chips”. That, we presume, means server and workstation CPUs formerly codenamed Barcelona and Budapest, and a future 45 nanometre generation called Shanghai.
AMD didn't say it had supply problems, but if the strapped-for-cash company is expanding, it means that its Malaysia facilities are seriously stretched on the capacity front.
The firm expects the results of the expansion to be seen during the first half of next year. µ
I've never played poker, but I think if somebody is way behind in chips, they might make a last-ditch effort to stay in the game by going all in, meaning they bet everything they have.

If I may mix metaphors here, this could be AMD's last battle charge.