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

To: THE WATSONYOUTH who wrote (191513)	4/1/2006 2:35:52 AM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

@THE WATSONYOUTH - Chartered " seems as though with Chartered production, there is No chance that Intel could quickly move the entire low end to cheap dual cores and hurt AMD. " I'm not expecting 65nm volume from Chartered this year. Don't have facts to this topic, sorry, but it would really really surprise me, if we see a Foundry process earlier than at AMD. Call me paranoid, but this doesn't work. What do I expect? I expect a "special" DIE for Chartered and it is a "really" 256KB Venice E-Step DIE. Means its a "ORIGINAL" Sempron and not the today Semprons from AMD, which are in reality crippled A64 (Venice). With Venice today around 84mm^2, I expect a 90nm process at Chartered with only 256KB at around 70mm^2. When I remember correctly the 1MB Cache was around 55-60mm^2 big (90nm), so 256KB would mean ca. 15mm^2 -> 84 - 15 -> near 70. This is a reasonable small DIE and should yield awesome on a proven process and on 300mm and the BINs hasn't to be too good ... further I'm expecting after this (early 2007) a plain shrink and 65nm Semprons which are around 40mm^2 big. These babys should be really cheap to make and it could be, that AMD also prepares for some low-end A64 there if the BINs are fine. We will have to wait, but my guess is, that they will start with the smallest DIE possible and with products where the BINs aren't that crucial -> fits meanly with SEMPRON. BUGGI