Author: Vincent Diepeveen
Date: 05:15:32 10/01/02
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On September 30, 2002 at 12:51:31, Nolan Denson wrote: I actually wonder why AMD invested so little in 0.13 fab quantity. Some experts already calculated they can theoretical not even produce more than 30% of new cpu demand for 0.13. Why would they do that, i mean if they do not have the factories to produce enough hammers or new 0.13 k7s, that looks plain stupid to me! This where intel has bought itself loads of fabs. It brings to mind the question: What's the price of setting up 0.13 fab? >It you check the history of computer cpu launch dates .... You will see the >truth .... InteL was the King of bringing products to the market ontime ... that >was the thing that made them successful. It wasn't until Intel start getting up >in speed and the process dropped to the .18 level is when they started having >problems. But with all the success that Intel has had they were able to build >new Fab's. These new fab's has put Intel in a great position with their >Manufacturing process. Both Intel and AMD really believe that they can bring >the process to market at times they announce ... but so many thats can effect >the process. So when we get down to the .13 level ... I believe AMD is seeing >manufacturing problems unlike they never seen before. I know Intel has spent >Billion's on their new fab's. AMD on the other hand was just getting going and >has a great product and idea's ... but with out these new fab's that elimate >human intervention, its also impossible to get your yields up to a level that's >cost effect. AMD is caught between a rock and a hard place. If they had the >cash to build these new fab's I have no doubt they will be able to bring their >product to the market in time. Intel on the other had ... has the new fab's and >you are seeing that they are able to get their product to the market on time. >He that gets to the market first win's. When cpu's are produced their are >hundreds on a single waffer ... but no one knows what the speeds are until the >bench test them. Some out of the hundred may only have a few high speed chips. >So thats when the tweaking of the process comes into place. Also without having >a fab thats virtually humanless, its like impossible to keep from killing good >die. AMD needs these new fab's in order to be competitive at the .13 levels and >below.
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