Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.59

+1.1%

Dec 3 3:59 PM EST

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To: dougSF30 who wrote (201626)	6/12/2006 2:10:42 AM
From: rwhigham	Read Replies (3) of 275872

A set of masks is very expensive. I would not expect them to repeat rev F exactly when going from 8" to 12". There are always numerous low risk changes and errata fixes in the pipe. Therefore, I expect a revision change going from 8" to 12", but only safe conservative changes, nothing too big, changing from Fab 30 to 36 is already the big change, and they would not want to add any other big change. I expect Rev G to be the 12" 90nm parts. I believe this uses the old transistor because SiGe was not ready in time. Upgrading the transistor layer on a good working mask set is not nearly as expensive or risky as making the full mask set, so I would not expect them to wait on the SiGe. The SiGe transistor design was pronounced "ready" last December, and I expect its being introduced as quickly as possible, expecially in view of the Conroe performance advantage. The existing 90nm layout with SiGe will give the highest performance. (65nm will probally take a while to "tune in"--adjusting clocks and transistor drive strengths) So I expect SiGe on 90nm first to stay as competitive as possible.

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