Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (183946)	4/2/2006 12:10:28 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Still the puzzle is what is AMD getting from Chartered ? They're getting capacity. They're ramping it at the same time as FAB 36 because it lets them leverage their investment in fabrication technology and their demand is growing more quickly than they can ramp FAB 36 (the lead time for tool orders can be well over a year). Here's another puzzle for you - Intel has just started shipping Pentium 6XX family chips made using their new 65nm process. But while the 90nm parts clocked up to 3.8ghz, the 65nm parts top out at 3.6ghz (so far, at least). What's up with that? It almost looks like, when it comes to volume production, Intel's 65nm process isn't much better than its 90nm process. theinquirer.net pricewatch.com Intel has developed quite a habit of promising the moon and delivering moldy cheese. Remember all the talk about Core Duo (Yonah) coming out at 2.33 to 2.5ghz (maybe 2.67), thanks to the 65nm process? Now it's a couple months after they shipped "1 million parts in January" and Samsung has Pre-Announced that someday they'll ship a 2.33ghz part? theinquirer.net reghardware.co.uk theregister.co.uk Meanwhile, AMD didn't let out a hint or a peep when the expectation was that 2.4ghz was the limit for dual core on 90nm and 2.6ghz was their limit for single core until 65nm. As recently as a month ago "everyone knew" that 2.6/2.8 was the limit for AMD till 65nm and they needed (depending on which "eveyone" you talked to 105w or 125w to get to even that: gamepc.com This month AMD will quietly ship 95w 2.8ghz dual core and 3ghz single core parts on their 90nm process - but they don't want to make a big deal about it because they're already facing more demand than they can supply. Both below the 125w power limit and both below the 105w power limit that "everyone knew" AMD needed to support Athlon 64 at high speeds.

To: Sarmad Y. Hermiz who wrote (183946)	4/3/2006 3:25:48 AM
From: etchmeister	Read Replies (1) \| Respond to of 186894

I believe there's contradiction among the AMD community; on one side side they bash Intel for excess capacity while praising AMD for outsourcing. 1.) short and mid term there is/was no choice for AMD to add capacity but renting capacity from second source 2.) CHRT toolset is different from AMD; therefore transfering a (65nm)process is far more risky compared to owning capacity and doing a "copy exactly" a la Intel. Amazing how CHRT is now ready for 65nm while AMD is still struggling - the technology transfer should come from AMD to CHRT The problem with this answer is whether outsourcing leading edge products actually works out ? Unless a company is truely fabless (like NVDA) one would never source out leading edge - why share the "edge" with a second source - you do the development work and than hand it over to a contract manufacturer?

To: Sarmad Y. Hermiz who wrote (183946)	4/6/2006 10:26:10 AM
From: Yousef	Read Replies (1) \| Respond to of 186894

Sarmad, Re: "Dr. Ruiz's answer (quoted earlier) says it does not work well. And in fact it turned out that it did not work well (UMC). maybe he changed his mind, or sees there is no other quick way to get to 65 nm at this time." AMD's JV with UMC was a disaster ... Same for many companies working with UMC. The 65nm process at CHRT is not internally developed. It is the IBM 65nm process transfered to CHRT in Fab7. Maybe this has already been discussed (I have been away for awhile). It would make a lot of sense for AMD to "hook up" with IBM for future silicon technology ... CHRT just happens to be the place where IBM is transferring this technology. As a historical look, CHRT has considerable experinece with process tranfers. But I would expect that the 65nm/90nm processes from IBM will be running on IBM "dictated" equipment set. Make It So, Yousef