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AMD AM2 to be revealed at CeBIT.
http://www.digitimes.com/mobos/a20060208PB206.html
" Shawn Chen, Taipei; Jessie Shen, DigiTimes.com [Wednesday 8 February 2006]
Advanced Micro Devices (AMD) has reached agreements with unspecified Taiwan motherboard makers for presenting its next-generation Socket-M2 processors at CeBIT 2006, industry sources noted.
By the end of this month, most motherboard makers will receive samples of AMD's next-generation 940-pin platform for sampling for the March 9-15 CeBIT exhibition, according to the sources. Those motherboard companies, however, will need to follow customer confidentiality agreements with AMD and only showcase the respective M2-based models during the show while not revealing detailed specifications.
AMD plans to stop production of its 939- and 754-pin platforms by the first quarter of 2007, the sources indicated."
muzohub - re: "chipguy seems to suffer from the same affliction but i guess that's why he works at intel"
You're pushing your TOS luck there. Play nice.
wbmw - Good point. In any case, someone wants a lot of them. Maybe it's Newegg/ABS.
jjayxxxx - You're always on the ball on these, aren't you? :)
jjayxxxx - Good point, I meant to add a note about epscontest, but forgot to. Thanks!
Paul
For those who weren't around at the time, yourbankruptcy(where are you, guy?) set up this place at Yahoo! to keep AMD/Intel related info.
http://finance.groups.yahoo.com/group/amd_intel/links/
If you find any good roadmap info, it's a good place to keep that, since many roadmaps are unofficial and disappear quickly.
Xeon/Woodcrest pricing:
http://www.theinquirer.net/?article=29510
"The 5160 clocks at 3GHz, the 5150 at 2.66GHz, the 5140 at 2.33GHz, the 5130 at 2GHz, the 5120 at 1.86GHz and the 5110 at 1.6GHz.
The price cashcade when you buy loads of these is $850, $700, $470, $330, $270 and $230."
Rink - Yeah, I saw the OCSLI stuff but the timeline I saw didn't seem to have years listed?
Maybe this is related to what I recall, though I don't see any mention of AMD here, like I did when I read it earlier.
http://www.eetimes.com/news/design/products/showArticle.jhtml?articleID=178601138
"SAN FRANCISCO — Semiconductor equipment giant KLA-Tencor Corp. Thursday (Feb. 2) rolled out the eS32, an extension of its e-beam inspection platform targeted for the 65- and 45-nanometer nodes, calling it a "cornerstone" of the company's suite of next-generation inspection solutions.
According to KLA-Tencor (San Jose, Calif.), the eS32 enables the industry's widest capture of subtle electrical and small physical defects, which are arising as chip makers integrate new materials and device architectures in production. The eS32 sets new performance standards with advanced features and capabilities that accelerate the detection and resolution of systematic, yield-limiting defects in both front- and back-end-of-line applications, the company said.
With the fast feedback provided by e-beam inspection, KLA-Tencor said, logic manufacturers can identify and overcome front-end-of-line issues in integrating nickel silicide and strained silicon into their devices. The eS32 is architected to meet the yield challenges that chip makers are likely to encounter as they innovate to address device speed and power consumption concerns, the company said...
...KLA-Tencor said volume shipments of the eS32 are already underway. Pricing information was not disclosed."
CJ, avatar - Seems like I just read something about KLA Tencor & AMD involving 65nm equipment?
cantonese - Would you mind giving at least your brief translation of these Chinese stories when you post them?
Even if you don't feel very confident about your English(I haven't seen any problem with it), your translation is probably more far more accurate than the terrible job most web-based translators do with Chinese-to-English translations!
Thanks for your input!
Paul
SP- He's short AMD?
Granted, but the almost semantic argument about what Montecito is/was and whether it's late or not is immaterial to AMD.
cg,pg - C'mon guys, enough about that already! It has little to do with AMD.
Keith - I'd really figured Wayne was smarter than that. You just never know...
You'd think Gateway would get a clue from those divergent results!
Keith - Doesn't sound much like Intel's description of the chip market, does it?
wbmw, chipguy - Don't you think things are likely to happen a little faster, now that AMD has 2 full-fledged fabs to work with? Seems like they'd have a lot more leeway for development, and they've certainly learned some lessons in efficiency in having to do it with one fab in the past.
neye_eve - Don't feel embarrassed, you're probably a big fish compared to me(in at avg $9.23 :) ). Good to see you around again!
Folks, let's drop the dual-die vs. dual-core stuff already, it's not adding any value. Positions are clearly solidified here, and even the press has already made its position known, so let's move on.
re: IBM x366 vs. DL585
So much for IBM's comments about not needing Opteron to be competitive, eh?
OT note:
The INQ's been sold!
http://theinq.com/?article=29280
wbmw - Define dual-core. If you want to really push it, maybe you could refer back to the Abit BP-6; I mean, hey, what's the difference what kind of board the two "cores" are on - a motherboard or a CPU package board, it's all the same, right?
You know that calling that monstrosity Intel presented was just a face-saving ploy for the uninformed public.
More on topic, I love what the stock did today! Even if I do feel a bit nervous like you, SmallPops. But I still think things are going to go well for at least the next couple of quarters. Beyond that, it depends on what the new sockets/CPUs do, and how much design win momentum AMD has built up while Intel recovers.
chipguy - Intel's chip(whatever type)pricing has little direct correlation to the packaging costs, it's what the market will bear. And CJ was talking about production costs, not selling price.
Joe - Yes, what do they mean by "platform" in that context?
wbmw - Oh, Please! How is it any more vapor than Intel bragging about their 45nm now? Maybe Intel is nervous about their 65nm situation?
AMD's been delivering on their promises lately, BTW.
Pete - Packaging date != shipping date; quite often they stockpile them beforehand.
Pete - re: "AMD is shipping 285s at or below the 95W TDP level."
Where?
VIIV revealed! ;)
http://www.theinquirer.net/?article=29206
Keith - re: "When the company moved from 250 nanometers to 180, it took a certain amount of time to reach maturity in yields. Then when the company went from 180 to 130 it was able to cut that in about half of that same time. Then when AMD went to 130 to 90 nanometers, the time that it took to get there was significantly shorter. And the company’s goal now as going from 90 to 64, is that by the time it starts shipping products the management would like to be at mature yield, so that's almost like saying zero time. It's aggressive but the manufacturing team feels up to the challenge of stretching for such an aggressive goal.
"
That sounds encouraging! Maybe they won't quite make it, but even radically reducing the time to maturity will be a potent force in their expansion plan.
Keith - re: IBM x3
Between the lines you find
"Other vendors don't have our x3 architecture."
We have to pay for the thing and can't lose face by immediately dumping it and going to Opteron.
"When you don't have the x3 architecture, to get performance levels, you have to look for other alternatives."
When you do have it, we still need to.
"Q: But what about for mainstream servers--for example running Microsoft Exchange or databases?
Whitney: I have not had customers come to me asking for that."
But my sales people have been bending my ear about it for months!
;)
chipguy - I wouldn't be surprised. Several of the desktop PCs they have offered in the past few years have been surprisingly powerful.
chipguy - Ignorance of the culture, the market and the situation leads to such statements.
chipguy - What would you say is the average # of CPUs per server in those 8-9 thousand units?
Keith - I'm not deeply surprised that AMD would be preferred in the Middle East over Intel, considering Intel's presence in Israel. Ask Coke and Ford about how their presences there went over in the Arab world. Back when I was over there(Saudi Arabia,'60s/'70s), there was no Ford presence, and Coke was replaced by a local knockoff, "Kaki-Cola". Nonetheless, it's good to hear that they additionally have good, solid business reasons to prefer AMD. :)
Keith - It could be interpreted either way, but I would lean more toward the positive one, lean is more commonly used in that respect than the negative.
Charlie's thoughts on the ccHTT updates
http://www.theinquirer.net/?article=29155
What are the AMD accelerators?
We take a stab at explaining
By Charlie Demerjian: Sunday 22 January 2006, 08:20
"AMD'S ACCELERATOR strategy has been the talk of the town lately, and that is about as deep as it has gotten. An off-handed comment by Phil Hester, followed by speculation and hand waving, smoke but no fire. Here is a little speculation, and I do mean speculation, as to what it might be. I am probably wrong though.
Basically, what I think they are going to do is use ccHT as a co-processor bus instead of a CPU interconnect. Rather than add bits to the CPUs themselves, it is faster, cheaper and more flexible to add them to an external socket. You do however lose a good chunk of performance by going the external route. If you are faced with the tradeoff of slightly slower or so expensive it isn't worth it to make, the choice becomes obvious.
So, what is AMD to do? Well, an Opteron 8xx has three ccHT links..."
rupert - re: "..answer his debating points..."
Hardly - it's just fun to point out his sad and futile word-parsing, e.g., "increase in profitability" equalling making an absolute profit.
I don't recall if you were involved or not, but he was adamant that it could only mean that Intel made money on flash, while we insisted that it could well mean they lost less money on it. Guess who wound up being right? ;)
CJ - The only one I can think of rarely posts and certainly hasn't lately that I recall. I imagine he's busy helping ensure the excellent yields at Fab 30!
Itanium unit sales flat.
http://www.theregister.co.uk/2006/01/20/intel_swope_riddle/
According to IDC, the quarter-by-quarter unit volume for Itanium servers since the fourth quarter of 2003 goes as follows:
* Q403 7616
* Q104 8678
* Q204 8085
* Q304 8235
* Q404 8996
* Q105 8127
* Q205 8500
* Q305 8596
It's true that Itanium server revenue has gone up as a result of larger systems being sold, but you can see how flat shipments have been. Meanwhile, IBM has surged from similar Power volumes in 2001 to shipping more than 100,000 servers per year, and Sun is up to more than 300,000 SPARC servers shipped per year.