TGPTNDR, Re: "But if you can come up with a link & quote I'd spend the time to read it & comment."
I was talking about this one.
"The conversion to 130nm in FAB30 began in the fourth quarter, and the latest silicon output on this technology has already yielded more die per wafer at lower cost than the record numbers that we just achieved on 180nm. We have already(?) sampled to customers and expect to ship 130nm product for revenue this quarter. We are on plan to achieve full conversion by year end. In addition, we started silicon in the fourth quarter on our leading edge 130nm SOI technology. This is a technology that is -- will be used for our first lots of 64-bit Hammer products, where first silicon out is imminent."
jc-news.com
So, if I understand the quote correctly, Hector Ruiz was saying:
- FAB30 began transitioning equipment to 130nm in Q4.
- 130nm wafers produced greater numbers of good die per wafer than the record numbers they got off their 180nm process.
- 130nm samples had shipped (as of January CC), and production for revenue was supposed to happen this quarter.
- SOI material for Hammer had begun in the fourth quarter.
Well, we know that the last bullet happened. AMD already demoed SOI versions of Hammer on several occasions. However, some of the other bullets are suspect.
AMD claims to have started sampling, but no word has come about on these samples. Fab30 began transitioning to 130nm in Q4, but AMD has already missed their Q1 deadline for production shipments.
If yields are so good, and the transition had started more than 3 months ago, then where are AMD's .13u parts? It's obvious that something went wrong, and that it had to be delayed, but the question is, "How long?" Another question is, "Will the delay impact Hammer?"
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