Saturday, January 28, 2006

INTEL's $10 billion Itanium is still at 130nm

Intel hopes to move its $10 billion IA64 chip to 90nm soon. Jack Uldrich the fool should bash INTEL a bit now, as its process for the enterprise server chip is still so ancient, 130nm on bulk silicon. Mr. Uldrich, don't you agree that is too primitive?

INTEL has 5 production 300mm FABs and 7 production 200mm FABs, and INTEL is having problem producing chipsets for months and months. INTEL's $10 billion Itanium is still at 130nm. Such absurd situation shows the primitiveness of INTEL's copy exact methodology. And the coming 90nm Itanium will have to run at 1.6GHZ instead of the planned 2GHZ to stay below 100 watts and avoid silicon melt down.

AMD has one 200mm FAB called FAB30 (FAB36 CPUs are about to flood the market), with this one 200mm FAB, AMD is making Opteron Socket 940, Opteron Socket 939,Athlon 64 FX, Athlon 64 X2, Athlon 64 socket 939, Turion 64, Sempron socket 754, Mobile Sempron, Socket AM2, Socket F 1207, AMD 8131, 8111 HyperTransport chipset, Geode NX, GeodeGX2, Alchemy, and each of them has dozens of models.... And AMD has 21.4% market share in x86. AMD is light years ahead of INTEL in processing technology.

In fact, AMD's APM 3.0 is years ahead of the whole FAB industry, it can perform on the fly adjustments and corrections at the die level.

1 Comments:

Blogger Eddie said...

Hello Sharikou.

I like the way you refer to the Itanic, "Dead Horse", I used the same expression in my recent article about the significance of Intel's distraction with the Itanic:

http://chicagrafo.blogspot.com/2006/01/good-news-for-amd-investors.html

Hope it is of interest to you.

1:39 AM, January 29, 2006  

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