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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.96+5.5%Nov 24 3:59 PM EST

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To: Mani1 who started this subject8/9/2000 8:37:33 PM
From: AK2004Read Replies (1) of 275872
 
hey, here is an interesting bit I found in my 2 week old "to garbage" stock: :-))
I think a lot of you will find it amusing

Rambus DRAM vs DDR/SDRAM

Architecture Rambus DRAM DDR DRAM PC 133 SDRAM

Data rate (MHz) 800 266 133
System clock (MHz) 400 133 133
Bus width (bits of data)* 16/18b 64/72b 64/72b
Max. bandwidth (GB/s)** 1.6GB/s (800MHz*2B) 2.12GB/s(266MHz*8B) 1.06GB/s(133MHz*8B
Module pins (units) 184 184 168
Min. DRAMs (units) 2 4*(16) 4*(16)

Support

DRAM makers Samsung, Micron, IBM, Hyundai, Samsung, Micron, IBM, Micron, Toshiba, Samsung,
Fujitsu, Mitsubishi, Toshiba, Hyundai, LG, Fujitsu, Infineon, Hitachi, NEC, LG,
NEC Mitsubishi, Toshiba, Hitachi, Winbond, ProMOS
NEC, Winbond, ProMOS

Module makers Apacer, Celestics, GoldenRAM, Kingston, Kingmax, Hokkins, Kingston, Kingmax,
Kingston, Kingmax, Shinko, Dataram, Viking, Advantage, Hokkins, Dataram, Viking,
TanisysTransce, Twinsmos, Viki Celestica, Dynamem, PNY, Advantage, Celestica,
Progen, SmartModule Dynamem, PNY, Progen,
SmartModule

Costs

Die size* (%) 115 101 100 (PC 100 SDRAM)
IC packaging technology CSP TSOP TSOP
Packaging cost (%)** Over 200 100-110 100
IC testing Advantest, HP, Teredyne, Aehrt Schlumberger Same equipment as used
Schlumberger in the testing of
PC 100 SDRAM
Testing cost (%) Over 200 100-120 100
Total cost (%) Over 200 (same yield rate) 110-150 (same yield rate) 100 (same yield rate)
Current yield rate (%) <50 85-90 90-95
Total cost (%)** Over 350 110-160 100
Royalty fees Yes No No

Competitive advantage

Advantages High processing speed 1) High performance/price, 1) High performance/price,
2) Greater max. bandwidth 2) Fully supported by industry
3) Fully supported by industry

Disadvantages 1) Expensive Bandwidth cannot be Low-processing speed
2) Backed only by Intel expanded

* Based on current chipset designs.
**Base=PC 133 SDRAM. Source: SG Securities Research
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