Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 248.15

-1.8%

12:51 PM EST

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To: Dan3 who wrote (103488)	10/22/2003 12:36:01 PM
From: dougSF30	Read Replies (1) of 275872

Dan, So let me see if I understand. I think you're implying I should differentiate between the process development difficulties (getting the process running and achieving what it is capable of) and the characteristics of parts produced on that process, assuming the development succeeds. That is, Intel's 90nm development went "smoothly", it's just that their 90nm process doesn't have very good characteristics, due to the non-SOI aspect of it. That makes sense. wrt AMD remaining on 0.13 and being competitive, how much more speed do you think they can get out of it? Up to 2.6GHz? I guess one reason to hope for a fairly rapid shift to a working 90nm SOI process for AMD is the relatively large size of the dies... I guess you'd term this a "cost" argument. Another question: A lot has been made about the very large relative cell size of the K8 L2 cache. It seems like that should be independent of the process scale, no? So, 90nm isn't going to "cure" that by itself, and it would be possible to see a large shrink at 130nm, if they can figure out how to do it. Doug

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