Replies to post #72067 on Advanced Micro Devices Inc (AMD)

[Wouter Tinus]

Sempron 65nm starts in H207 (!) "Substantially converted" is sounding less substantial.

I agree. If Sempron really does account for 70% of volumes (like people here have estimated) then the "substantial conversion" by mid 2007 can be nothing to write home about.

AMD needs at least two or three speedbumps and a massive shift from single to dual core to counter the NGA family. 90nm sure doesn't cut it, so if the 65nm ramp is really this slow then they're headed for rough water.

[BUGGI1000]

@Doug - 65nm
"
- Sempron 65nm starts in H207 (!) "Substantially converted" is sounding less substantial.
"

What a surprise. FAB30 will stay at 90nm, so if FAB36 goes to
fully 65nm FAB30 has to produce and will produce tons of 90nm
stuff. Of course, the main products will be SC because yields
are outstanding and BINs are very good - DIE is small. To assume Sempron
will go fast to 65nm is plain "bullshit" - it doesn't make
sense - so I can't see one surprise and it says NOTHING!!!
about the convertion speed of FAB36.

[CombJelly]

"- Sempron 65nm starts in H207 (!) "Substantially converted" is sounding less substantial."

Why? By that time, Sempron is likely to be sourced out of Fab30.