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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 3:59 PM EST
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To: fyodor_ who wrote (38986)5/10/2001 10:28:48 PM
From: dale_laroyRead Replies (1) of 275872
 
>That makes me wonder&# Is the .18µ SOI process that IBM offers through its foundry operations the same as IBM's "internal" .18µ SOI process? If there are two processes, would it be possible to gain access to the better one by paying "a bit" more?<

IBM tunes their internal process(es) to the individual device being manufactured. The PowerPC might, for example, have very different needs for the delay ratio between switching speed of gates and access speeds for storage cells than Athlon. The foundry services have to provide devices with more generalized characteristics. I doubt if the Athlon could make any better use of IBM's SOI PowerPC process than their foundry process.

The best application of IBM's 0.18-micron SOI foundry process would be for mobile Palomino processors, for which it would be more important to decrease power consumption than reach the highest speed grade. Even if a mobile Palomino produced using IBM's 0.18-micron SOI process could not reach the peak speed grade of a mobile Palomino manufactured at Fab30, it could probably compete better than Tualatin at the slower speed grades.

Assuming that 193nm laser optical equipment really is being delayed, perhaps AMD's best bet would be to either farm out some production to IBM's SOI foundry services, or lease perhaps as much as 20% of one of IBM's foundry fabs to produce SOI Palomino processors.
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