Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.25

-3.1%

Jan 6 3:59 PM EST

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To: eracer who wrote (215167)	10/27/2006 6:18:21 AM
From: Joe NYC	Read Replies (1) of 275872

eracer, If SOI could magically increase GPU frequencies by 100% then NVIDIA might have had a reason to continue development and production with IBM. It's not so simple. Even if SOI increased frequencies by a modest 10% or optimistic 20%, it would not pay for NVidia to redesign their chips for SOI, since IBM can't make all the GPUs NVidia needs. Having 2 substantially different layouts for 2 fabs would not be an efficient way for NVidia to operate. However, it makes a lot of sense for ATI to start working on SOI parts, since it is a requirement for Fusion, and also, it will allow use of in-house fabrication of GPUs. It may be likely that ATI will move to Chartered / IBM to fab the chips, if TSMC can't do SOI. Joe

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