AMD just announced revised revenue projections for Q3. Revenue is up compared to Q2 by 4 - 6%, but AMD had originally expected an increase of 10%. The reason for the revised projections? Llano supply is limited by apparently poor yields on Global Foundries' 32nm process. We had heard rumors to this effect for a while, but now they're officially confirmed by AMD.

The official statement is below:

The less-than-forecasted preliminary third quarter 2011 revenue results are primarily due to 32 nanometer (nm) yield, ramp and manufacturing issues at GLOBALFOUNDRIES in its Dresden, Germany factory that limited supply of "Llano". Additionally, 45nm supply was less than expected due to complexities related to the use of common tools across both technology nodes. AMD continues to work closely with its key partner GLOBALFOUNDRIES to improve 32nm yield performance in order to satisfy strong demand for AMD products.

The bigger concern in the near term is the impact this will have on the ramp of Bulldozer. Llano wasn't a huge chip, Bulldozer is. 

Source: AMD

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  • Alexvrb - Thursday, September 29, 2011 - link

    Oh you're such a tease.
  • roko98 - Saturday, October 1, 2011 - link

    Give us something... a little... Is all this "anticipation" wort it ?
  • Arnulf - Thursday, September 29, 2011 - link

    Llano yield issues are allegedly due to GPU portion of the chip. If this is true there shouldn't be (that m)any problems with Bulldozer yields, despite its die size, correct ?
  • jalexoid - Thursday, September 29, 2011 - link

    If they manufacture their devices in Germany, why do Europeans get chips later than Americans?
  • BSMonitor - Thursday, September 29, 2011 - link

    America is where it's at
  • cfaalm - Thursday, September 29, 2011 - link

    You test them for us, OK? OK.
  • silverblue - Thursday, September 29, 2011 - link

    The EEA is the world's biggest financial market, and as things usually cost more over this side of the pond, potentially a bigger earner for AMD than the States. Still, as 99% of people don't even know who AMD actually is (lack of advertising isn't exactly helpful), I suppose that's not such a bad thing considering AMD has trouble meeting demand regardless.
  • Ken g6 - Thursday, September 29, 2011 - link

    And, really, who manufactures integrated circuits in Germany? I thought all chips were made in southeast Asia these days!
  • silverblue - Thursday, September 29, 2011 - link

    Umm, AMD/GloFo have had a Dresden factory for God knows how many years.

    Their CPUs usually say two things - "Diffused in Germany" followed by "Made in Malaysia".
  • Penti - Thursday, September 29, 2011 - link

    AMD and Infineon and some other guys, former east german town of Dresden is one of the largest semiconductor manufacturing hubs. Not everything is TSMC in Taiwan. GlobalFoundries builds a new factory in New York and Intel builds new facilities in the states too right now. ST has their own facilities in Europe, as do NXP in 200m wafers. TI has 300mm factories in united states. IBM has 300mm manufacturing in NY, United States. Micron has 300mm factories in United States. There is also plenty of semiconductor manufacturing going on in Japan by the like of Fujitsu, Toshiba, Renesas, Elpida and so on. Omission of the Koreans with Samsung Hynix and so on then. Dresden has an excellent school for the engineers as do Suny, NY and so on. You need a close relationship with the tool makers and so on. So advanced manufactured actually do happen in west too. Germany overall is a manufacturing powerhouse for that matter, and exports more goods then China until last year basically. US does really poor overall. Germany exports for more then the US and is the second largest economy in the world, of course that entails most things. They are very competitive in manufacturing. And it's not like the Taiwanese wages are hugely different from the Germans. It's skill that count.

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