LegitReviews says that AMD plans to increase their CPU output a lot:
http://www.hkepc.com/bbs/itnews.php?tid=646684
Digitimes also talks about the topic:
http://www.digitimes.com/mobos/a20060807A1001.html
With the help from new Fab36, which is ready in December, and Chartered Semiconductor, AMD has raised its production estimation on desktop CPU to 45.83 million in 2006, reaching the highest point in the history of AMD. AMD is on average producing 9.76 million desktop CPUs in each of the first 2 quarters in 2006. As AMD announced before, Chartered Semiconductor will give hand to the manufacturing in Q3, raising the productivity to 11.82 million. Together with the open of Fab 36 in December, AMD would be producing 14.5 million CPUs in Q4, 34.9% higher than the first 2 quarters.
http://www.hkepc.com/bbs/itnews.php?tid=646684
Digitimes also talks about the topic:
AMD's 2006 projected desktop CPU shipments, to be realized with rising demand for AM2-socket CPUs and a production ramp from its Singapore-based contract chipmaker Chartered Semiconductor, will account for 32% of the global desktop PC market of 141 million units as projected by market research firms, said the sources.
...AMD earlier projected it would ship 12 million notebook CPUs in 2006, accounting for 15% of the world's notebook CPU market, according to the sources.
http://www.digitimes.com/mobos/a20060807A1001.html