Advanced Micro Devices Inc (AMD)

[bobs10]

Dual Processors

Everything AMD has said about fab36 seems to point to a late 05, early 06, period for samples. Realistically then that means we shouldn’t expect real production until H206.

Although INTC seems to be pushing for H205 as the period during which the mass introduction of dual processors will occur, it's more likely that the product will be introduced as a high end product and slowly move down the feed chain. For sure the chip will be larger, though not that much, and that's assuming there are no production delays. In any case this schedule should dovetail very nicely with fab36 production coming on line so this shouldn't cause any capacity problems at AMD. Also AMD has indicated H205 for dual processors on 90nm so at least a matching product should be available.

I'm wondering how IHT will work on dual processors. Particularly if it will cause further heating problems when activated, and if it will even be needed?

It still seems like INTC is going to have a huge amount of extra capacity to do what with?