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chipguy - More likely more of the "Intel's in trouble, so better kill AMD, too" mentality going on. AMD earnings and share gains should put that idea to rest.
chipguy - Strange, for a disembodied head, AMD seems to be doing quite well competing with Intel. Doesn't look like they're going away any time soon, either. It seems to be a new world in the x86 processor domain.
AMD: Servicing customers a top priority
Sounds very different than the sort of thing we used to hear Jerry say. :)
"Monica Chen, Taipei; Jessie Shen, DigiTimes.com [Friday 3 March 2006]
Henri Richard, group vice president of worldwide sales at AMD, said that the needs of the customer are much more important than attempting to produce the latest advanced technology. He was speaking at the DigiTimes International Newsmakers of 2005 seminar in Taipei yesterday.
In response to Intel’s upcoming processor launch that should come out before AMD’s, Richard stated that it is unnecessary to judge rivals and that AMD is definitely on schedule on its revised roadmap.
The ability to develop 90nm or 65nm advanced processes is important, but customers are more concerned about overheating and power consumption issues, Richard noted. AMD intends to build up its brand by placing customer service as a top priority instead of highlighting well-known supporters of its processor offerings, he indicated.
Richard came to Taipei to accept an award at the DigiTimes seminar. A complete one-on-one interview with Richard will follow."
http://www.digitimes.com/news/a20060303A2006.html
Quanta & Gigabyte to make AMD servers for Google.
" EDN, March 3; Rodney Chan, DigiTimes.com [Friday 3 March 2006]
Quanta Computer and Gigabyte Technology may produce servers using Advanced Micro Devices (AMD) Opteron processors for Google, according to the Chinese-language Economic Daily News. Google has reportedly chosen AMD's processors instead of Intel's for the majority of its near-term server purchases."
http://www.digitimes.com/NewsShow/MailHome.asp?datePublish=2006/3/3&pages=PB&seq=208
Keith - Yes, but it's entirely possible for AMD to have a blowout Q and overall PC market be down somewhat, what with their minority share and all. Intriguing times.
wbmw - Things have been a little fussy around here with y'all today, eh? However, you did say the Turions exceeded their TDP, which was demonstrably false from the very article you used as your source.
On the other hand, I did find it interesting that the P-M was doing a possibly better job of staying further within its TDP under load than the Turions. I wouldn't have expected that with Intel's normal TDP criteria. Did they change their TDP system for the P-M line?
Keith - I hadn't realized 1207 was supposed to be here before AM2, or did you mean Q107 according to AMD?
Turion X2s in May
http://www.theinquirer.net/?article=30020
"AMD IS GOING to launch Turion X2s in early May, and there will be four SKUs (stock keeping units).
It will introduce 1.6GHz/512Kx2, 1.8GHz/512Kx2, 2.0GHz/512Kx2 and last but not least a 1.6GHz/256Kx2 microprocessor..."
Keith - Really? I didn't recall that for 1207. Is it still called socket F?
Keith - Yes, I just noted that as an indication of possible continued momentum.
fpg, Keith - Especially since Edelstone at MS has raised his EPS estimates for AMD due to the Google win, which he believes will give AMD a great Q1. "...Google ``will help
AMD to enjoy a significant sequential increase in their server
business in the first quarter.' "
http://www.siliconinvestor.com/readmsg.aspx?msgid=22219030
thanks to AK2004
Not to mention SuperMicro 1207 blades coming up.
http://www.theinquirer.net/?article=30015
Let's say Intel PC processor sales fell by 10% - how much could AMD's increase and still have world PC processor sales be down?
Keith - Seems a little desparate, doesn't it?
dlr_972 - The point is Intel is adding zero value, their processors do nothing AMD's can't do re: Skype - and they said so themselves.
And you really think it's reasonable to expect a judgement now, when AMD has just now first approached Skype and Intel about it? That's absurd! Don't know what court system you've been dealing with that not only acts immediately, but even before the case has been argued before them. Or perhaps you think a judge should rule before Skype and Intel have had their say?
dlr_972 - Give it time, they just started out.
HP and AMD pushing dual-core:
Got this in an e-mail(via an eWeek subscription):
"Ziff Davis Media eSeminars: The Online Seminar Standard
Stop Global Warming in Your Data Center
February 28, 2006 @ 4:00 p.m. Eastern/1:00 p.m. Pacific
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If you are unable to attend the live event you may still register and will receive an
e-mail when the on-demand version becomes available.
80% of the respondents from a Ziff Davis Study (11/25) reported that
power & cooling are growing in importance.
Is your IT organization facing global data center warming due to the
increase in the quantity of servers and the huge power requirements? Are
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for a complete list of upcoming Ziff Davis Internet eSeminars.
If you have already registered for these eSeminars, please ignore this
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Keith - re: Acer desktop. Am I misreading? It looks to me like you can get it with an A64 or X2 as well.
CJ - Actually, I'd already more than whispered both! ;)
chipguy - Re-read. It says - "allows that key link between the processor and memory to run at the speed of the chip" - the link, not the memory.
It may not be feasible now, but it seems to me it could certainly become even more useful on top of the latency advantage it already has now, if they can build up the number of channels of memory it can access and "multiplex" accesses to them to increase the overall bandwidth.
chipguy - Unless I'm mistaken, I think you're missing his point. The "statement" is the one made by the announcement of the 10 billion, not any statement commenting on that announcement.
cd - That would depend on how well marketing does their job. They could certainly sell it, the people they could sell on it via marketing wouldn't know or care if it's disabled unless someone was making a big stink about it; the ones who would know will know enough to realize it doesn't matter a hoot if it does what they need. It's entirely up to AMD and their marketing efforts.
mas- My bad. I assumed your link in your response to CJ was to the same story as CJ was quoting. :(
On the other hand, that was Fred Weber; things could be different under Phil.
I for one, am not willing to be definitive either way on this one - I think they will have to cross that bridge when they come to it.
I do have to disagree with cd's argument against it, though. People haven't had any qualms about buying chips with lower levels of cache, which have often been chips with parts of larger cache disabled due to defects. As long as it does the job they want to accomplish for the price they're willing to pay, they won't care if there's a defective core disabled in the package.
mas - They didn't say anything about them being salvaged cores.
bobs - Not quite.
http://www.via.com.tw/en/company/events/vtf2005/interview_desi_rhoden.jsp
"...
Q6: What are the main technology improvements in DDR3? How does it work?
Desi: Virtually all mainstream standard memory technologies are just incremental improvements over their previous versions. DDR3 is no exception. It is very much like DDR2 except it has lower power, and higher performance. It is always reasonable to expect that the next generation of any standard memory will ultimately gain about two times in raw performance and usually a few enhancements to make the actual performance even better than that. Expect the same from DDR3 all the way up to DDR3-1600. Reduced power consumption has also been a major focus as well in the development of DDR3.
Q7: Can you already reveal any details about DDR3, such as bus width, operating voltage and number of pins per module? When do you expect DDR3 to be adopted by the mass market?
Desi: For the questions you ask, DDR3 looks very much like DDR2 in that it has x4, x8 and x16 organizations and supports almost the same functions. The supply voltage will be 1.5V, and the modules, including unbuffered DIMM, registered DIMM and FB-DIMM2, will be physically the same size and shape, but with a few more pins for functionality. Following historical models, you could reasonably expect the same three-year transition to a new technology that you have seen for the last several generations of standard memory. Process improvements, controllers and systems, all have to be developed in parallel with the devices themselves, and the specification is not yet finished.
..."
alan81 - Immersion seems to be closer than you thought.
http://www.reed-electronics.com/electronicnews/article/CA6309431.html
"TSMC: Immersion Litho Nearly Production Ready
Online staff -- Electronic News, 2/22/2006
TSMC today revealed that its immersion lithography program has produced test wafers well within acceptable parameters for volume manufacturing.
"Our goal is always zero defects," said Burn Lin, senior director of TSMC's micropatterning division, in a statement. "Recently, TSMC produced multiple test wafers with defects rates as low as three per wafer -- better than any other immersion results to date, and comparable to the very best dry lithography results. With defect root causes understood, TSMC can now focus on throughput improvement for high-volume manufacturing."
Immersion techniques...
...TSMC's immersion lithography technology is targeted at the foundry’s 45nm manufacturing process.
The findings of TSMC’s tests will be revealed tomorrow by company researchers at the SPIE Microlithography Conference in San Jose."
Not 32nm, granted, but immersion nonetheless.
Interesting comments re: AMD and DDR2 in Anand review of new Crucial DIMMs. What do y'all think about it? Seems like the Intel system benefits as much or more from latency improvements as from increased bandwidth. Wonder how AM2 will do(with the real MC, of course)?
http://www.anandtech.com/memory/showdoc.aspx?i=2700&p=11
Semico Maintains 17% Growth Forecast
2/21/2006 - Based on its Inflection Point Indicator, Phoenix, Ariz.-based Semico Research Corp. believes this year holds great promise for the semiconductor industry.
http://www.reed-electronics.com/electronicnews/article/CA6309065.html
AMD researcher calls for design regularity
http://www.eetimes.com/news/semi/showArticle.jhtml?articleID=180205516
"Dylan McGrath
EE Times
(02/21/2006 1:16 PM EST)
SAN JOSE, Calif. — Overcoming manufacturability challenges at the 45-nanometer node and beyond requires a migration to more "regular" design layouts, according to Luigi Capodieci, principal memer of Advanced Micro Devices Inc.'s technical staff.
Presenting a paper at the SPIE Microlithography Conference here Tuesday (Feb. 22), Capodieci argued that irregular features within designs works against automated "layout printability verification" in an age where process variability has become prevalent.
More and more, Capodieci said, yield ramps can be accelerated by using regular, standardized circuits and features..."
rlweiz - "..done before.." REALLY?! ;)
cd - I'm sure AMD will make the appropriate business decision re: QC, in light of knowledge that no one here has.
wbmw - No, not the response. I can't PM. Perhaps you should check the reason you first PM'd me.
For Pete's sake, everyone! Don't worry, be happy! :)
That's exactly what I was wondering, CJ.
alan81 - For what it's worth, which may not be much, I tend to lean toward your position on QC. I think it's entirely possible that they can do it, but if it doesn't make business sense to do it, they won't. At least not more than proof of concept chips to get a handle on things before they transfer to 65nm for the big-time producton.
Duke - Because I know from Tom's forums that the question has been asked over and over again, and if they're going to say anything about it, they'll post it on the website. If they don't, perhaps I will.
(Going on and on?? Whatever.)
wbmw, mas - Interesting it doesn't show some of the timings. It'd be funny if AMD set it up with a CAS timing of 6 and didn't allow it to report it to the system. That'd certainly slow things down a touch. A little sandbagging?
What does everyone think the odds are of that being do-able?
Nonetheless, Tom's has done it again, eh?
wbmw - Keep hoping. You ought to know better.
UpNDown - I guess that would depend on whether Anand or Tom's has the wider distribution in the stock market audience.
Apparently Tom's will have a first look at an AM2 ES tomorrow. Wonder whether it's a fixed version or a broken mem. controller version ES?
http://www.tgdaily.com/2006/02/20/toms_hardware_amd2_preview/
Anandtech can't seem to make up their minds whether or not they want to release the Asus A8R32-MVP Deluxe(RD580 MB) article. It's been up twice now since late last week and pulled twice. Sounds like a smokin' board, which should be particularly popular with the folks who have high-end ATi video cards, but I'm even considering it for the non-Crossfire capabilities.