The Official RV630/RV610 Rumours & Speculation Thread
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AMD committed to process technology schedule
by Cyril Kowaliski - 04:03 pm, May 22, 2007
During a meeting with analysts yesterday, AMD reiterated its plans to complete its transition to 65nm process technology and to introduce its first 45nm chips on time, as eWeek reports. AMD says it is "on schedule" to fully ramp 65nm production at both Fab 36 and its new Fab 38, the overhauled version of its 200mm Fab 30, later this year. eWeek quotes AMD Director of Manufacturing Technology Tom Sonderman as saying that AMD plans "full, 65-nanometer microprocessor manufacturing by the middle of this year"—presumably meaning that 90nm chips will stop being produced by then. As for 45nm production, Sonderman says AMD still plans to deliver 45nm processors by the middle of next year. Pilot lines for the AMD's 45nm process technology are "already running in Dresden [the home of AMD's fabs in Germany]," Sonderman adds.
http://techreport.com/ja.zz?comments=12524
If they DON'T get TM
Jawed
Legend
You're saying that AMD's 65nm parts are nowhere to be seen.
So if TSMC isn't making much 65nm stuff for AMD and TSMC also plans to be able to make 65nm stuff for NVidia (and there should already be some of those coming out), how is TSMC going to cope with AMD and NVidia's combined orders, if they're already running at >100%.
Jawed
So if TSMC isn't making much 65nm stuff for AMD and TSMC also plans to be able to make 65nm stuff for NVidia (and there should already be some of those coming out), how is TSMC going to cope with AMD and NVidia's combined orders, if they're already running at >100%.
Jawed
AMD's CPU fabs do not have bearing on what happens with its GPUs.
Where are you getting your quantitative data from Jawed, I never mentioned anything about who is using more % of the capacity? Don't put words in my mouth. I said they have to ramp up to get the number of cards they need to do a proper launch, yes and by June they should have more then enough, unless AMD is lieing about number of chips they have made already (which goes to show ya if partners aren't even releasing notebook varients or desktop varients even after some showing them off), and at this point I wouldn't be suprised, citing the recent fud the past few months.
And increased demand is not only form nV, this is why I stated possible yeild issues with the process itself.
well if AMD is hogging all 65nm capacity, where are these chips/cards? Why isn't anyone selling these cards? Keeping a stock pile of hundreds of thousands of chips/cards, and not getting them to partners, OEM's, system vendors (haven't seen a single online site where you can buy these cards yet) and what not is not a smart business plan.When did AMD state they are selling millions of these cards, March, So I don't think AMD's ordering huge amounts of chips is the cause of the supply constraint, no matter how you look it. How much do they need to launch these cards? maybe 500k? When did they start production on these chips? Lets say March since AMD seemed confident they were getting millions of chips sold. And if these cards don't show up in June, and come out in July, the reason for the supply contraint really falls through.
If bricks and mortar OEMs are taking deliveries now for inclusion in "back to school" skus, why would you expect to see them yet?
Jawed
Legend
It's simply impossible for AMD to have 65nm parts that aren't ready and for TSMC to be running at full tilt. What you're saying is typical of the kind of bullshit that financial analysts spout at every opportunity.
Jawed
Hmm how bout some more BS since you think you know better then anyone else on the subject, how much money would HP burn by picking up cards 4 months in advance and keep them in their store houses until release? Is that smart, would you put lets say 10k pounds of your money into something that will loose money for 4 months (no interest) then making money after wards? Is that the way HP or Dell will think? Get real, I guess you probably have issues with balancing your check book at the end of the month to right?
And yes Dell isn't picking up the midranges from AMD intially for their XPS systems. Validation ends early June for them.
HP just rolled out an entire line of new desktop systems all with nV midrange to high end GTS's, even on their AMD systems, so I don't think they are to keen on giving a go with AMD GPU's intially either at least for desktops. But they are using nV's gf7's for low end, so possible that might be a spot, but even then, dont' really think so.
Razor, do you realize how much time it takes for a wafer to be ready, from the second it enters production? Hint: it's more than 5 minutes. So I don't think you can conclude anything about whether you should be seeing them in stores right now, because you don't know for how long TSMC has been at 100% utilisation. My guess is not very long, though...
If a GPU came off the line today, how long until a finished card showed up on Tier 1 OEM X's doorstep?
That would be "spring refresh", not "Back to school", wouldn't it? I think of three major yearly OEM/retail cycles: Spring refresh, Back to School, and Holiday. Is there a fourth?
yes I know that but thats why I said 4 months is more then enough time to get enough volume to supply whom ever they need to at least 1 big OEM and then their partners. Its unlikely AMD scored big OEM deals for back to school, they are too late for validation, it has already begun and it will be ending soon, I would expect Dell to be one of the places they would have focused on getting a deal.
but thats why I said 4 months is more then enough time to get enough volume to supply whom ever they need to at least 1 big OEM and then their partners. Its unlikely AMD scored big OEM deals for back to school, they are too late for validation, it has already begun and it will be ending soon, I would expect Dell to be one of the places they would have focused on getting a deal.Well, I think you're wrong about them being too late, and that even the article Arun put up today reads like Nvidia recognizes they are already losing some business to those parts. Whether AMD will get more than 50% of the back to school cycle for low/mid I wouldn't care to guess, but the tea leaves seem to read they are going to be in the game this time around.
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