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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 200.98

+1.4%

3:59 PM EST

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To: Mani1 who started this subject	6/30/2001 1:23:32 AM
From: peter_luc	Read Replies (3) of 275872

Tualatin: manufacturing problems? From x-bit labs: xbitlabs.com "The table above allows drawing a couple of conclusions: - Strange as it might seem, but Pentium III-M CPUs based on a new Tualatin core won’t boast a much lower heat dissipation even though they will be made with a finer manufacturing technology and will support lower Vcore. It can be explained by the fact that Pentium III-M consists of more transistors and features a twice as big L2 cache as that of the ordinary mobile Pentium III CPUs. - Because of the low yields of its Pentium III-M chips, Intel hasn’t yet made up its mind about Vcore of these products. In this respect, Vcore of mass Pentium III-M and Pentium III-M LV pieces may be increased by 0.05V above the initially planned value. By the way, Intel has already resorted to the same trick in case of Pentium III ULV based on Coppermine core. - Moreover, there is another fact proving that there do exist some problems with the manufacturing technology for mobile Tualatin processors: despite the shift from the Coppermine to Tualatin core the Vcore of ULV CPUs will remain unchanged. - The table above also contains some pretty interesting info about mobile Pentium 4 processors, which are due in Q1’02. We would like to point out that with the heat dissipation that high these processors can be used only in the most high-performance notebooks, which do not care that much about heat dissipation and power consumption. - Although the mobile Tualatin can’t please us with its low heat dissipation, it will still look a bit more attractive than the new mobile Athlon 4. Take for instance, 1GHz mobile Athlon 4. Its TPD will make around 24W, which is even higher than that of a Pentium III-M 1.26GHz." Hmm, two remarks: 1) It remains to be seen whether the Athlon 4 with its superior SpeedStep technology really will be less attractive than the mobile Tualatin. 2) "Low yields" of the Tualatin may indicate general problems with Intel's 0.13µ process. If true, it would certainly open the door for the A4. It may also severely restrict the number of Northwood chips in Q4, thereby saving that quarter for AMD. Peter

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