SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tenchusatsu who wrote (39792)10/21/1998 4:20:00 PM
From: Jim McMannis  Read Replies (1) of 1578937
 
Ten,
RE:"So, Jim, what are the volumes going to be for the K7 after its release?
Can AMD produce these K7's in sufficient volume without sacrificing
their K6-2 and K6-3 lines? Seems like AMD could find themselves in a
dilemma until that Dresden fab cranks up. When will that fab start
production anyway, Jim?"
---------------

I try to concentrate on the present and very near future. I have no idea (yet, hint) when AMD will start producing the K7 in volume. I do know they've had working silicon since June/July and Motorola has it too. I believe the K7 was targeted for Dresden but I can't say that it won't be produced at FAB 25. Probably will be first produced at San Jose...but what does it matter. You're asking if AMD has the FAB capacity without dresden for the K7? I dunno. When will it crank up? I dunno, yet. Last year at Comdex, AMD showed the K6-2 and intro-ed it in late May, about 6 months later...they will show it at comdex this year in a closed ceremony. Maybe we'll see it in about 6 months.
As far as FAB capacity, don't forget Motorola...they have a real hard one on for Intel.
Main concern now is that the K6-2-400 gets introduced and the K6-3...gets there too, which right now I'm projecting for mid December. It's important that the K6-3 gets introed at speed grades better than the sweet spot of the K6-2 which by mid-november will be
350MHz. I'm hoping the K6-3 can intro at 350, 400 and 450.
Margins? AMDs flagship chips seem to be at about $200 ASP when they are introed or shortly thereafter. Whith a cost of approx $35...that's a pretty good margin.
On a side note...there is a code of Pentium II-300 that is supposedly a downbinned 450. Tells me that the demand at the low end is rather significant.
Jim

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News