AMD is one of the few companies on 90nm that does not seem to have had
significant delays or defect issue. Revenue shipments of AMD64 notebooks on 90nm
started this week, well within the planned schedule for shipments prior to the
end of Q3. Desktop AMD64 shipments on 90nm will commence a month later, followed
by servers. AMD remains on track for reaching 50% of total MPU revenues on AMD64
by year-end, and crossing over in terms of units in Q205.

AMD’s roadmap in microprocessors includes launching a dual-core processor
next year, and potentially a quad-core processor in 2007 on the 65m/300mm
process. The die size for dual-core is likely to be well less that double that
of a single-core, given the amount of shared circuitry between the two cores.
AMD remains on track for starting production at its new 300mm fab (Fab 36 in
Dresden) on 65nm in 1H06, with equipment arriving in Q3. AMD is doing the 65nm
technology development jointly with IBM, and estimates that it is about 70%
done.

AMD is one of the few companies on 90nm that does not seem to have had
significant delays or defect issue. Revenue shipments of AMD64 notebooks on 90nm
started this week, well within the planned schedule for shipments prior to the
end of Q3. Desktop AMD64 shipments on 90nm will commence a month later, followed
by servers. AMD remains on track for reaching 50% of total MPU revenues on AMD64
by year-end, and crossing over in terms of units in Q205.

AMD’s roadmap in microprocessors includes launching a dual-core processor
next year, and potentially a quad-core processor in 2007 on the 65m/300mm
process. The die size for dual-core is likely to be well less that double that
of a single-core, given the amount of shared circuitry between the two cores.
AMD remains on track for starting production at its new 300mm fab (Fab 36 in
Dresden) on 65nm in 1H06, with equipment arriving in Q3. AMD is doing the 65nm
technology development jointly with IBM, and estimates that it is about 70%
done.