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

To: Dan3 who wrote (91248)	11/27/2002 9:30:02 AM
From: jjayxxxx	Read Replies (1) \| Respond to of 275872

"Hammer" to hold 100 million transistors news.com.com By Michael Kanellos Staff Writer, CNET News.com November 27, 2002, 5:38 AM PT Advanced Micro Devices' "Hammer" processor will contain up to about 100 million transistors, according to sources. A chip with that many transistors is currently considered unusual. But when Hammer chips emerge in the first half of 2003, processors of that complexity will become increasingly common. That's because designers are increasing the size of caches, which are reservoirs of memory located on the processor for rapid data access, and adding other features. Details of AMD's forthcoming chip have been leaking out. The largest version of Hammer, for instance, will have 1MB of secondary cache, as well as an integrated memory controller for connecting the processor to a PC's memory, according to the company. Currently, memory controllers mostly sit on their own piece of silicon. Hammer is a "100 million transistor machine," CEO Hector Ruiz said in a recent interview. AMD chief scientist Bill Siegel, meanwhile, said recently at the company's analyst meeting that the chip will have about 2.5 times as many transistors as the current Athlon chip. The Athlon has about 38 million transistors, bringing the total for Hammer to about 95 million. The company would not provide a specific number. The chip will debut at around 2GHz and come out with a performance rating number in the mid-3,000s, added Dirk Meyer, senior vice president of AMD's computational products group. Current Athlon performance ratings top out at 2,800. The 1MB version--the one that will contain 100 million transistors--will mostly be sold into servers and be marketed under the Opteron name, sources say. A smaller version with 256KB or more of cache and an integrated memory controller will be marketed to desktops under the Athlon 64 name. Other chips with large caches and a high number of transistors include Banias, the code name of a notebook chip coming from Intel in the first quarter. Banias will contain 77 million transistors and 1MB of cache. The current Intel Pentium 4 sports about 54 million transistors. While more transistors generally leads to better performance, chips with large transistor budgets are also expensive and often difficult to manufacture. AMD and Intel will be competing over who can produce the cheapest chips. AMD has vowed that its chips will be the smallest, giving it an advantage in costs. Right now, the ultimate winner is tough to call. The 1MB version of Hammer will likely sport a surface area of 180 square millimeters, said Kevin Krewell, managing editor of industry newsletter Microprocessor Report. The smaller version for desktops will take up around 105 square millimeters. Intel's current Pentium 4 and Xeon chip for workstations take up 146 square millimeters of area, according to Intel. These chips contain 512KB of cache. A Xeon with 2MB of cache takes up 268 square millimeters. The dimensions listed above, however, apply when the chips are manufactured on the 130 nanometer process. In the second half, Intel will begin to produce chip on the 90 nanometer process, which will shrink the size considerably. The nanometer figures refer to the average size of features on the processor. By then, the current Pentium 4 will drop to 105 square millimeters. A new chip code-named Prescott, with undoubtedly even more transistors, will also emerge at the time. AMD will begin to manufacture 90 nanometer chips at the tail end of 2003, but the company won't start selling them publicly until the first half of 2004, Meyer said. At that rate, Intel will could have a six-month advantage when it comes to 90 nanometer production, Krewell speculated. Intel will also make chips on 300 millimeter wafers, a capability AMD doesn’t have internally, which further cuts costs.

To: Dan3 who wrote (91248)	11/27/2002 10:29:45 AM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Dan, Re: < IIRC, Intel converted (or started to convert) one large flash FABs to .13. and built another from scratch. Only Intel knows the costs for that conversion, but $1 Billion and $2 Billion is probably about right.> Makes THIS one wonder how successful their conversion of an existing fab from Al to Cu has been. -tgp

To: Dan3 who wrote (91248)	11/29/2002 8:09:55 AM
From: Dan3	Respond to of 275872

Via claims five per cent of world CPU market And puts extra resources into mainland China By Mike Magee: Friday 29 November 2002, 09:47 REPORTS SAID THAT Taiwanese chipset company Via is beefing up its mainland Chinese operations. The firm already has 200 people working in centres in Beijing, Shanghai and Shenzhen, but the Economic News reports today that Via will add 100 people to its staff count soon. The rest is at: theinquirer.net China was always an Intel stronghold, and their best growth area. AMD has been pushing much harder in China, recently, and it looks like VIA is, too. This is another of Intel's potential growth segments that appears to be getting capped, or even shrunk. This is important for AMD because it can make Intel a little less willing to trash segments of the CPU market in order to deny AMD revenue.