Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Pravin Kamdar who wrote (109344)	5/4/2000 3:56:00 PM
From: Goutam	Read Replies (3) of 1579039

Pravin, < They were already capacity constrained at Fab 25. Now, in order to sell Thunderbird, they will have to shift processor capacity to make more Irongates. I'm not sure how they will do this when they were already sold out for the quarter. > I don't think AMD fabs Irongate chipset. I think TSMC fabs them for AMD. I see a positive side to this KX133 alleged problem with Tbird - this time around, Taiwanese mobo makers may not wait for Via's chipsets, and may release boards with AMD Irongate chipset. One of the main reasons behind the slow ramp of the Athlon mother boards in Q4'99 and Q1'00 was that most of the Taiwanese mobo manufacturers just waited for Via's chipset. Based on the pricewatch data - there is a rapid ramp of Athlon mobo going on both in Irongate based as well as KX133 based mobos. The ratio of Irongate based mobo listings vs KX133 is about 2:1. Surprisingly, the early mobo manufacturers like FIC, Microstar didn't release any KX133 based mobos yet. The KX133 mother boards are supposed to cost less than the ones based on the AMD reference design, but currently the Irongate mobos are the cheapest - mostly priced from $85 - $130. Goutama

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next