Intels comes to bat next with its 0.13 micron.
Lets see if they can home run, hit, bunt or strike out again
Remember what happened last transition? you know the big shortage? and that was a way easier transition than the actual. Next transition to .10u should be easier, since most of the .13u tools can do it. I do not expect significant volumes before december'01, and there could be another shortage of high speed parts in Q1'02. Intel will first try the process on PIII and then start to move P4 around Q4, having production in Q1. AMD, OTOH, is very quick is it's transitions.
At the end of Q1'02, they'll be 100% .13u at Dresden; they'll also be full capacity up there. 6000WSPW at .13u means a LOT of Tbred, It'll be a total mobile domination (PowerNow, 1.1V, 2.2V DDR memory), and AMD should take some serious steps in the corporate mobile market.
The Hammer will be way slower to appear, and that is where the problem is. .13u P4 will see a high-end desktop "Window" during H1'02, until clawhammer come back and take back High-end Market share. Mid range will remain desktop Tbred's reign and low-end Morgan's reign.
Max |
