...According to yourself, which even IF true, will be two years old come this time of year 2005; half an eternity in the semiconductor business! For crying out loud, AMD hasn't even maxed out their Dresden fab yet, and they've started construction on extending it.
IIRC, they have maxed out their current Dresden capacity. I think the sales due to the Opterons will further strain production capcity and I'm not the only ONE! AMD for this specific reason in increase Dresden capacity and outsourcing the Athlons to TSMC or some other fab. It seems you don't understand AMD's reasoning.
One-meg L2 A64s are to all my knowledge EXACTLY the same core as opteron chips, sans HT links and 64 (data) bits of memory interface, I'm not sure about the ECC support. That's why the pincount is less. Check out a die photo of the Opteron, you'll see why this isn't such a stupid idea after all. The HT and memory interface areas of the chip aren't that big after all, and using the same die means they don't need an extra production line dedicated to it, thus saving scheduling issues and overhead costs.
I know of two variants of A64s. The 512KB and 256KB cache version. Never heard of any 1MB version. HT, ECC, Memory interface, SMP and a few other things that might not have been mentioned.
Which will be a non-issue come 2005, since they'll be using a different process then anyway. You see why I said you needed a clue mate? You're using today as a basis for speculating the future.
Actually, you need to get a clue. You're a fool if you think AMD would use a bleeding edge process for the Xbox 2 contract. Intel certainly didn't and for good reason, because there are better things that you can produce with that fab capacity which will make you more money. That fab capacity is best used for high margin parts, not low cost moderate-high volume parts.
If they need more fab space than they got themselves, they'll have plenty of time after negotiating a deal with M$ to modify their designs for the process of some other fab partner to extend their capacity. A process shrink and the extension to their Dresden facility will automatically give them greater capacity as well. They could also start using larger wafers, there are 12" ones available, they're as big as a dinner plate.
So lets see, they use the extra space which they're already using for their other lines. Which likely have higher margins, see Opterons and A64s. One thing you have to realise is the new x86-64 family more than anything means AMD's MPUs are closer to price parity with their Intel counter-parts. What you and many others fail to realise is that the XBox2 contract will be for low cost MPUs, which means small margins, which means you don't want to screw the stuff where you're making a lot more. See what Intel did with the Xbox contract, think about what exactly they did this? You might get a clue at that point.
Yes, 12" wafers are so trivial, LoL! We're talking about a more exotic variety, these are the more "run of the mill" wafers that Intel is using. Oh and then we could outsource. Hahaha. You need to get a clue about this stuff, first off this is a very aggressive and exotic process. I'm doubt many except IBM will be able to produce this. If that's the case, which I'm quite sure it is, then AMD would have to go through the non-trivial task of getting this A64 variant to work well in IBM's foundaries and then pay IBM. Did you know that IBM is very expensive on a per unit basis for their more exotic processes?
Oh, so now you're a CMOS manufacturing expert while I'm just some farmer dumbass? LOL. Dude, you're still stuck in the present while 2005 is still the general target we need to be looking at. You think AMD will have process difficulties for a straight two years? They've been making integrated circuits since the sixties. They know these things man.
Do you have a severe inability to comprehend? I'm talking about differences in manufacturing processes. What I'm saying is that Opteron and A64 are very likely going have different processes. A64 is going to be more aggressive. Have you gotten a clue yet? This is done intentionally, not because of problems with a process but reliability concerns! I'm pretty damn sure AMD wants to be taken seriously in the enterpirse sector so they'll do things like this so they're taken more seriously.
CACHE differences, the actual core design is the same, but whatever. Yes, of course I know. Xeons have more cache (these days anyway), but Xeons aren't Opterons. AMD works differently than Intel.
NO, they're NOT the same. There are more differences than the cache and process. If AMD wants to be taken seriously, they'll work the same as Intel. I'm not sure what weird ideas you have about AMD, but AMD has been following the little chipzilla model for a long time. They're trying to be more and more like Intel.
They'll use the same process mate, you can be sure of that. They might tune it differently, but that doesn't change it's still the same process. Intel might manufacture Xeons in a way that is different enough to be called another process compared to their P4s because they likely make the processors in an entirely different fab anyway (they have a whole bunch of them). However, I'm pretty sure Intel uses the same .13 process for all their P4-based CPUs and just tweak it differently.
What are you going on about? Your tweaking basically changes the process. Yes they'll both be classified as 0.13u or whatever, but that doesn't mean they're the same. Just like Intel's 0.18u and AMD's 0.18u are NOT the same. You do realise to tweak is to change. I certainly hope AMD doesn't use the same aggressive process for the Opterons as they do the A64s, they won't be taken seriously if they do.
That's quite a conclusion you come to there, based on nothing but idle speculation and your own suppositions.
It's a pretty sound conclusion, unless AMD encounters very significant success with Opteron. AMD has been in financial dire straits for sometime. IIRC, they'd been sending their higher ups in coach and declining a lot of air travel for their employees to various conferences. They're hurting bad.
Unless the XBox 2 contract is fairly high on the margins, they likely won't be interested in diverting A64s in that directions, since they'll have higher ASP than the current Athlons and thus margins. Yes the Xbox 2 will mean lots of sales, but over what period of time and currently I don't think the XBox sales are inspiring confidence.
I seriously doubt AMD sells out of every chip they make, selling an extra few million chips a year at any profit is going to help them more than hurt them. There has also been speculation that Athlon64 would eventually get the dual channel memory controller of the Opteron. The only reason I wouldn't think that MS would want the Athlon64 is because they will probably want to IP license rather than purchase the chips this time around and I doubt AMD would do this.
Last I checked they have been. This might have changed recently, but I wouldn't be suprised if they kept on selling out of their stock.
Hmmm mabye ms will use the athlon. Its already been said that the athlons will be outsourced to another company. Mabye they will give ms the athlon liscence and ms will produce the chips some where. That way ms could use an athlon at like 2.5ghz with a fat 400mhz bus. Ms can get them for a song and a dance and amd could make a fe wbucks off each one with no additional cost .
Using an Athlon is more likely. I believe AMD has already started porting the design over to TSMC or some such.
I'm actually pretty curious as to what microsoft decides to do. In terms of cpus that we know of right now, intel would probably be a better choice with something like banias. Both the P4 and the athlon/opteron processors (along with something like the NV50 or R500) would bake in a case the size of the xbox without some pretty hefty cooling. (would we see vaporphase or water cooling in a console?) On the other hand, microsoft seems to be paying a lot more attention to AMD in the last year or so (which perhaps is simply due to AMD's recent success). Nvidia seems to favor AMD at this point as well, but then Nvidia's role in the xbox2 seems to be fairly uncertain at this point.
Yup, Nvidia is very opposed to Intel, since they didn't get a bus license. I wouldn't be suprised that Banais made it into the XBox 2, it's actually quite beefy one thing to note is that it has a significantly upgraded FPU over the PIII, IIRC Paul DeMone and Vincent Dipree (sp?) commented on this. The thing with the P4 is the lack of FPU power, it's clock rate does make up for a fair bit and SSE2 does help quite a lot as well, but it still comes up short when compared to an Athlon. Things would be better if the Athlon L2 cache latency was improved and a faster FSB wouldn't hurt.
Should be interesting to see the design decisions they make. Heat vs speed vs cost vs space vs politics.
Yeah, this is really tricky. I'm not sure what's going to happen here. The heat is the big issue IMHO. I think the PS3 will have a significant advantage in the power/performance ratio which means they can eat the cost which will come down eventually (via improved yields and process shrinks), while the x86 chip in the Xbox 2 will only improve via process shrinks. As for the XGPU, well I think ATI is the logical choice, I believe they're simple far better at releasing faster, smaller, cooler and higher performance chips when compared to Nvidia. NV30 is a mess and unless they really rip out a lot of the legacy it's a lot of wasted power hungry transistors.
Politics is really gonna screw up and techincal decisions. I know a lot of MS guys really like the x86-64, I wouldn't be suprised if this is in the Xbox 2. There is a but however. If MS wants AMD or AMD wants the XBox 2 contract, than MS can hold the Windows 64 knife to AMD's throat to get what it wants. While Intel can play a few cards and screw over AMD, by saying, MS if you screw AMD like so, we'll give you a better deal. Additionally, the AMD chip to go in the XBox 2 if it does go in, will likely be a A64 with 256KB L2 cache.