Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 258.86

+9.0%

Nov 12 3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (217985)	11/29/2006 11:53:57 PM
From: dougSF30	Read Replies (1) of 275872

All I can tell you is that AMD has said they make incremental transistor improvements every quarter or so. I don't know how successful they'll be. Check the slides from the June Tech Day. More problematic for the QC K8L will be the very large die size of 289 mm^2. That's going to hurt yields. This is a place where the MCM approach pays dividends for Intel. If they did not increase cache, assuming a 58% shrink of ~150mm^2 Conroe, they stick together 2 ~87mm^2 45nm dies to make a part. Now, of course, they are growing the L2 cache, but then again, that portion of the die has built-in redundancy, and doesn't impact yield as much as the other portions.

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