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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: combjelly who wrote (37659)	4/27/2001 8:36:38 PM
From: THE WATSONYOUTH	Respond to of 275872

After doing some nosing around the web, I ran across what IBM is offering in eDRAM. Since Micron seems to be backing off from making Mamba and the other chipsets, I wonder if AMD might decide to do their own versions using IBM. Might that be what AMD is contracting with IBM for? At a guess, something 50mm^2 with IBM's Cu-11 process would fit the bill. Page mode access could support a system with very low latency to the L3 cache and very high bandwidth to the chipset. I don't believe the AMD/IBM deal involves eDRAM. The agreement specifically said SOI and DRAM on SOI (very difficult combination) is not something that IBM offers. However, IBM would certainly be able and happy to fab any AMD designed chipset in a foundry IBM bulk eDRAM process. THE WATSONYOUTH