Ban Ban Hallucinogenic Dan - Re: "He asked whether Clawhammer was sampling and the Web owner said he believed it was sampling in both silicon on insulator (SOI) and on a .13 micron process, "
Today the Clamster is sampling - and last week first silicon was "IMMINENT" - according to Six-Figure-Hector !!
Do you see a disconnect here, Blow Boy?
Oh - and Van The Slam also reported about 6 months ago that the Hamster was sampling !!! And you believed that !!!
Oh - and 15 months ago you also reported that AMD was starting production 0f 0.13 micron devices - remember that LIAR DAN ?
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To: Duke of URL who wrote (119102)
From: Dan3 Friday, Nov 24, 2000 9:35 AM ET
Reply # 119105 of 119199
AMD .13 production to start next month
AMD Dresden ships two million Athlons
By: Drew Cullen
Posted: 24/11/2000 at 10:03 GMT
Today, we take a break from producing the Pentium What4 Times, to recall our other favourite CPU maker: AMD.
The company said yesterday that cumulative shipments of Athlon chips made at Fab 30 in Germany have hit the two million mark. In September, AMD had shipped only one million units. The company aims to start operating it 0.13 micron production line in December, with the aim of getting chips onto the street in the New Year (1.33GHz anyone?).
There's plenty of room for manufacturing growth still - and, judging from AMD's recent sales results, it doesn't need to search quite so frantically to find another company, such as Motorola, to fund expansion.
Currently only 30 per cent of the floor space at Fab 30 is utilised. Today it has a manufacturing capability equivalent to 5000 wafers a week of 200mm wafers. AMD is targeting a utilisation rate of 50 per cent by the end of this year.
Jim Doran, who runs AMD's German manufacturing operations, said the company's two factories (there's also a fab in Austin, Texas) would fully meet demand in 2003. While "taking aim at achieving a 30 per cent share in the x86 processor market", AsiaBiztech reports (it comes to a pretty pass when you have to read a Japanese site to find out what AMD is up to in Germany). ®
theregister.co.uk
To: Paul Engel who wrote (119299)
From: Dan3 Sunday, Nov 26, 2000 11:13 PM ET
Reply # 119323 of 119327
Re: Don't forget your 8 subsequent posts TRUMPETING the rapid introduction of the AMD 0.13 micron process
I stand behind those posts. AMD may delay putting its .13 process in to volume production, but that doesn't mean it doesn't have one that could be implemented quickly. Nor does it mean that AMD didn't begin ramping its .13 FAB months ahead of Intel. It does mean that they see no point in pushing that transition - their .18 process is very successful and enables them to compete with anything Intel has.
Right now AMD is production constrained, especially at Dresden, and since there is no need to take any risks in shifting any production capacity to .13 they won't do it yet.
From statements they've made, I've postulated that their yields on .13 aren't as good as they expect to have after they've tuned their cleaning and polishing process. When P4 was looking scary, AMD was ready to rush into .13 even though it was not fully developed and their yields would likely have been much lower than with .18. But P4 came in below expectations, and with Intel providing no serious competition, why should AMD risk pushing an immature process? That's what got Intel into trouble, isn't it?
AMD is sitting pretty in terms of process right now, with very high yields on a copper .18 process. They'll push that process later this summer when they have more capacity in place and there is a chance that Intel could provide some competition.
It's also possible that .13 without SOI (that's AMD's current process and Intel's only process) doesn't provide much of an advantage. With .13 looking unnecessary near term, AMD is going straight to SOI.
Dan |
