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To: Elmer who wrote (149325)	11/25/2001 4:51:08 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Elmer - Here's an even BETTER read for the AMDroids that are thinking AMD wil be rescued by a foundry ! 213.219.40.69 Trouble brewing between Nvidia, TSMC BRCM unhappy, TMTA livid By Eva Glass, 25/11/2001 11:11:03 BST RELIABLE SOURCES TELL THE INQUIRER that relations between TSMC and Nvidia are deteriorating because of continuing problems with the foundry's .13 micron process technology. Earlier in the month we reported that Fujitsu was looking hard at Transmeta, a problem which was laid at TSMC's feet, a story which of course, always come true. It's almost as if I were a better version of Old Mother Shipton - shamelessly fired by Mageek at T'Other Plaice when she predicted the world would end in 2000 and it didn't. TSMC's troubles with its .13 micron process still continue and Nvidia refuses to use it at all until it's right. Transmeta is very cheesed off with the performance of the number one chip foundry in the universe and word in the back lot is that it's not expected to be stable until the end of Q1 2002 or the beginning of the second quarter. Limited copies that will ship will need to be examined most carefully so that they come up to scratch - so they won't make a king's ransom for anyone. One problem for TSMC is that Transmeta and Nvidia executives talk to each other quite a lot. Transmeta and Nvidia executives also talk to Broadcom when they're chewing the cud down on Laguna Beach. Broadcom has expressed its own annoyance with TSMC, we now understand. This has come to such a pitch that the INQUIRER now understands Nvidia is beginning to talk to other foundries about the .13 micron silicon it is dying to ship. My my. What a pity Intella's own .13 micron silicon isn't totally up to scratch yet, otherwise they could subcontract it out to these important contenders in the semiconductor market. Via also uses TSMC but we haven't heard a whisper about any problems it has had sourcing .13 micron semiconductors from the number one foundry in the world. µ