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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 247.99-4.2%3:59 PM EST
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To: Sarmad Y. Hermiz who wrote (207944)8/8/2006 5:56:21 PM
From: Joe NYCRead Replies (1) of 275872
 
syh,

Thanks for your response. I think Joe explicitly wrote the opposite, but I'll not spend more of the board's precious bandwidth on that topic.

No, what I said that even though the transistors evolve and change (shrink), the chip size stays the same until there is a new layout that adjusts metal layers to 65nm node. So that is what will happen around Q4, when the die size of the chips will shrink. In the meantime (for the rest of Q3 and most of Q4), the average die sizes will grow, as X2 percentage grows. Then, from Q1, the die sizes will shrink again, as 65nm comes online - until Quad core starts to grow as a percentage of all chips in late 2007, early 2008.

Joe
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