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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST

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To: mas_ who wrote (196737)5/14/2006 3:52:31 PM
From: dougSF30Read Replies (2) of 275872
 
December isn't very good, but about what I expected. 65nm launching at a top speed of 2.4GHz (DC) is not very good at all.

At least they'll manage 1 speed grade over the FX-62 on 90nm, in early 2007, moving it from 2.8 to 3.0GHz with the FX-64. That's not enough, though.

Also:

Brisbane is not to replace the Winsor cores and they will both have their place in the market, while AMD imprvoes on their 65nm manufacturing process. As AMD will be making the Dual Cores mainstream in the first half of 2007, and replacing the single cores on the next half, there will be no plans to shift single core processors over to the 65nm process. The low-priced Semprons will go into the 65nm process at the second half of 2007, named Sparta.

That's not good either, if correct.

Here's the source:

hkepc.com

2006-5-15 00:18
Receives Taiwan ? The main engine board merchant news disclosed that, AMD estimated starts in December, 2006 officially to deliver 65 ?? rice tabletop processor product, first batch will be able to provide the OEM market use, but arrived for 07 year first season only then to be able to appear in the retail market, but the initial period 65 ?? rice products only could appear in double core Athlon 64X2, including Athlon 64x2 4200+ (2.2Ghz/512KB L2 x2), Athlon 64x2 4400+ (2.2GHz/1MB L2 x2), Athlon 64x2 4600+ (2.4GHz/512KB L2 x2) and Athlon 64x2 4800+ (2.4GHz/1MB L2 x2), But a higher-level model including Athlon 64x2 5000+ (2.6GHz/512KB L2 x2), Athlon 64x2 5200+ (2.6GHz/1MB L2 x2), Athlon 64x2 5400+ (2.8GHz/512KB L2 x2), FX-62 (2.8GHz/1MB L2 x2) and FX-64 (3.0GHz/1MB L2 x2) will be able to maintain uses the maturer 90 ?? metric systems regulation.

New generation of 65 ?? rice Athlon the 64x2 processor core code number is Brisbane, will use Strees the Memorization technology and 3rd Strained the Silicon technology, the transistor electron sufficiently puts the performance to compare the former generation 90 ?? rice promotion approximately 42%, can promote AMD when arteries Gao Chikeng province electricity product. According to the merchant expressed AMD certainly is not will replace the former generation 90 ?? rice by the Brisbane core the Windsor cores, but is coexists in section chief time to the market, this is because AMD will have no way in the short-term the full conversion 65 ?? rice therefore, but the single core will not have the plan to induct 65 ?? rice, the merchant disclosed AMD will be able the first half year completely to popularize in 2007 the double core product and is completely substituted to the second half year, therefore AMD has not certainly promoted the single core 65 ?? rice the need. But the low step and basic level product Semron induct 65 ?? metric systems regulations the time is in 2007 the second half year, the core code number is Sparta.

Now AMD unceasingly diligently will be improving produces can the insufficient question, AMD be able to complete is located German Dresden the Fab36 12 ?? crystals round factories and the original Fab 308 ?? crystals charts factory, in addition with Singapore Chartered the Semiconductor generation of labor contract, AMD expressed might realize 100 Millions producing energy in 08 years, approximately produces goods for a present x86 processor annual mean the quantity five tenths, will produce can the improvement will be helpful AMD to attack the request to supply goods the stable OEM market. The attached list provides the material according to the merchant, in 2007 the AMD first season tabletop double core product line specification forecast table, the blue color the new product plan which issued for Yu Kaichi, red for estimate first appearance 65 ?? rice tabletop processor product.
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