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Home arrow April 2008 arrow AMD’s CEO keeps world and his dog waiting over ‘Asset Smart’
AMD’s CEO keeps world and his dog waiting over ‘Asset Smart’ Print E-mail
May 08, 2008 at 03:28 PM
All those expecting Hector Ruiz to finally reveal the plans for his ‘Asset Smart’ strategy during AMD’s annual investor conference will have been disappointed.

Ruiz said in his opening remarks that he hopes to reveal details in the near future. That’s obviously as close as the ‘near future’ comments he made last time.

Expect more speculation and waffle from the world and his dog on what exactly is Hector’s ‘Asset Smart’ strategy.

Readers' comments
Comment by GUEST on 2008-05-16 12:16:51
The IEEE article has some interesting and glaring defects. It talks about fab sizes of 5-10kwspm. Also, the TPS is not very easily translated into a reentrant flow process like semiconductors and, unfortunately, the uptime of our tools doesn't meet the specs of the worst tools at Toyota. The author's further comments about how you can't simulate a semiconductor fab to better understand outcomes is just plain wrong. I just can't take that article seriously given the author has clearly spent no time understanding this industry or how a fab works. If AMD is using this as a basis for their asset-smart strategy...well, no need to state the obvious. Oh, and it only cost a million dollars for those conclusions? Where do I get in on that action?
Comment by GUEST on 2008-05-12 14:44:02
I am wondering if the asset Smart Strategy has to do with what was published in IEEE Spectrum. There is an article in Spectrum Online that talks of a semi company (AMD?) using the Toyota method to achieve a lean operation. Mr Christensen, the author of The Innovator's Dilemma, Solution , etc seems to have lead the effort in Dresden. The data he presents in the article resembles the data for the efficiencies Mr Ruiz presented in the slides of his quarterly meeting a few days ago. 
 
Is the use of the Toyota method the Asset Smart Strategy he has been announcing? I hope is a lot more than that if he expects to save AMD from burning in the end of the year crash. 
 
I am sure Intel is celebrating, however they might face EU and US regulation. Is that better or worse for Intel?
Comment by GUEST on 2008-05-09 15:20:04
Given their licensing agreement with Intel, how are they going to spin off the fabs? Isn't there a minimum ownership issue involved in fabbing those parts?
Comment by GUEST on 2008-05-09 15:19:46
Hector's asset light plan is already in full motion. AMD already started laying off people, and the converted fab in Dresden Fab 38 sits idle. Hector ran Motorola semi into the ground, the same way he is doing it at AMD.


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