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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.51+0.5%1:49 PM EST
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To: Pravin Kamdar who wrote (133615)9/23/2004 10:18:41 PM
From: Joe NYCRead Replies (1) of 275872
 
Pravin,

On another note, I agree with Petz that it is looking like AMD has hit a frequency wall on 90nm (at least for now). There was an article on xbitlabs stating that new mobile chips in Q1 will still be 2.0Ghz, but will double the cache to 1 Meg to squeeze out a higher model rating (the link isn't working for me right now). This increases the cost of production, and they would not do it if they could just bump the speed.

Actually, I disagree. It makes sense to have a bigger cache on mobile chips to achieve a given performance level for number of reasons:
- This performance level can be achieved at lower power (because of lower clock speed and possibly lower voltage)
- mobile solutions are single channel, bigger chache has a bigger bang in that scenario vs. dual channel
- fewer cache misses mean fewer memory accesses, which probably mean lower overall power consumption

Now, on the desktop, the situation is different, and the rumors that 3500 (2.2 GHz) is the highest clock speed available is more worrying. Rumors of chips such as 2.2 GHz and 1 MB L2 (3600?) may be indications of what you are talking about.

From a customer point of given a choice of equal approximate performance, I would always chose lower clocked one with bigger L2. From AMD point of view, it is just the opposite (if higher clock speeds are achievable).

Joe
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