This Insight discusses the reasoning for and long-term ramifications of the July 24, 2006, announcement that Advanced Micro Devices (AMD) will buy PC graphics and consumer products chip company, ATI Technologies. We focus on the long-term impact for the three major market segments represented by AMD's and ATI's major product lines - PC, consumer, and wireless - and what we believe will be a significant impact on the entire value chain, including OEMs, ODMs, and the combined company's competition.

Companies Mentioned: AMD; ATI; NVidia; Intel

• In This Insight
• Situation Overview
  • Impact on Product Lines at AMD and ATI
    • PC
    • Consumer and Wireless
  • Impact on Competition
    • PC
    • Consumer and Wireless
  • Impact on Supply Chain Partners and Customers
• Future Outlook