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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.53+1.5%Nov 28 9:30 AM EST
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To: hammerfall_prophet who wrote (201354)6/9/2006 10:23:24 AM
From: eracerRead Replies (1) of 275872
 
Re: One detail I don't see mentioned in this discussion is die sizes.
Intel's larger L2 cache doesn't come for free. The degradation of parts yields is proportional to the square of the die size. The whole concept of Intel "squeezing" AMD with Core 2 parts pricing seems like an Intellitubbie pipe dream, when Intel's cost of Core 2 production parts must be significantly higher than AMD's cost of production of competitive parts at same clock.

It probably doesn't get discussed much here because AMD's current 90-nm core sizes are larger than Intel's 4MB Woodcrest/Conroe/Merom. The 512KBx2 AM2 and S1 CPUs are 183 mm^2 and the 1MBx2 versions are 230 mm^2 while 4MB NGA is only ~150 mm^2.
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