Thursday, June 08, 2006

AMD quadcore seems to be coming real soon

AMD's Henri Richard stated at Computex that 4x4 will soon get an upgrade.

"This platform, which is second to none, will soon be (upgraded to) '8x4,'" Richard said. "It will have eight CPUs very, very soon."

I don't think this will be 4 sockets. It must be quadcore. During AMD's analyst meeting, AMD's FAB Guy,
Daryl Ostrander said "Rev G was production ready". Also the recent INQ report that AMD is delaying Socket F opteron makes me wonder if Rev G is pulled ahead instead. It makes sense. Even if yields are low at 65nm, AMD should have no problem producing enough Opterons.

Intel confirmed its massive 60% price cut on July 23, 2006. Previously, I projected Intel to suffer losses in the next seven quarters.

15 Comments:

Blogger "Mad Mod" Mike said...

I am confident AMD has attained near-mature yields on 65nm as of now, if not very very soon. The announcement of 8x4 is the next revolutionary step to personal super computers and brings new levels of performance to the high-end enthusiast and digital media-freak world.

Link - I've given my take on it, I think this is pretty darned interesting.

3:48 PM, June 08, 2006  
Anonymous Anonymous said...

"Even if yields are low at 65nm, AMD should have no problem producing enough Opterons."

Well that’s great and all for the Opteron, but what about FX, AM2, and all the other chips based on 65nm?

What about K8L?

Looking at the slide on page 6, you won’t see any 65nm parts from AMD until 4Q.

Out of curiosity, how long before thier yields are acceptible/good?

8:14 PM, June 08, 2006  
Blogger Sharikou, Ph. D. said...

Out of curiosity, how long before thier yields are acceptible/good?

AMD stated that it took zero time for FAB36 to reach mature yield at 90nm. They plan to do the same for 65nm.

8:18 PM, June 08, 2006  
Anonymous Anonymous said...

i think they start 65nm right at this moment, because chatered is taking that produktion (finished cores) over form fab36 from july. so the first produktion 65nm chips will be rolling out now or in a few weeks. if you look at the slides from previous post they say that k8l has some samples ready but nothing more. some slides give produktion of 65nm mid 2006 others give 2007 sales. so it will be in between. the first markt that will recieve these 65nm will be the opteron and fx systems.... reason maybe for "possible delay" on opteron (not confirmed). although i dont think they need 65nm on socket F to compete with woodcrest....

what they have to do: prepare 1 k8l system for anand and let them puch the button few days before conroe is released. then the whole hype for intel will be over. it will be also over if amd is able to show quadcore performance

12:47 AM, June 09, 2006  
Anonymous Anonymous said...

AMD's quad core likely to surface in 2008 earliest:
http://www.businessweek.com/technology/content/jun2006/tc20060605_019097.htm

2 year-wait I say...

4:18 AM, June 09, 2006  
Anonymous Anonymous said...

You make it seem as if they are perfect.

Remember ATI, big delays going to 90nm?

Is Nvidia at 90nm yet? Sorry I dont follow them that close.

7:08 AM, June 09, 2006  
Blogger "Mad Mod" Mike said...

ATI is trying to move to 80nm and I believe nVidia is still at 110nm, not 100% sure though.

8:59 AM, June 09, 2006  
Anonymous Anonymous said...

"AMD stated that it took zero time for FAB36 to reach mature yield at 90nm. They plan to do the same for 65nm."
that doesn't mean AMD's transition to 65nm is completely smooth in reality.
in my opinion, AMD probably has low yields on 65nm, or they wouldn't delay their AM2 65nm products.

11:31 AM, June 09, 2006  
Blogger "Mad Mod" Mike said...

Can you show me a link where AMD officially announced 65nm release date and than changed it and called it a delay, or was this just something Intel spokespeople from Anand said?

11:35 AM, June 09, 2006  
Anonymous Anonymous said...

Can you show me a link where AMD officially announced 65nm release date and than changed it and called it a delay, or was this just something Intel spokespeople from Anand said?

can you show me a link where amd officially announnced 65nm process? do you guarantee quad core opterons for this year?

12:19 PM, June 09, 2006  
Blogger "Mad Mod" Mike said...

"can you show me a link where amd officially announnced 65nm process? do you guarantee quad core opterons for this year?" - Henri Richard in an interview said "you can buy Quad-Core next year" - I think that's good enough of an announcement, don't you?

AMD's own roadmap pits 65nm for Q406 "http://www.amdcompare.com/techoutlook/" - Click on manufacturing and process technologies, it states "65nm technology: 2006"

Again, show me these delayed links cuz so far, it's just Intel spokespeople from Anand shooting off FUD.

12:42 PM, June 09, 2006  
Anonymous Anonymous said...

can you show me a link where amd officially announnced 65nm process? do you guarantee quad core opterons for this year?

afaik is rev g 65 nm not coming out before dec and amd quadcore is not coming until k8l hits the streets mid next year.

amd rev g 65 nm could possibly come earlier though due to faster progress in the manufacturing process than expected but it's very unlikely that they should make a quadcore on that. i haven't heard anything about it anyway.

2:28 PM, June 09, 2006  
Anonymous Anonymous said...

"Can you show me a link where amd officially announnced 65nm process?

I'm not Mad Mod Mike but here's the offical scoop, AMD's first 65nm processors will be here in December, that is a fact:

http://www.techpowerup.com/?11952

http://www.vr-zone.com/?i=3643

http://www.dailytech.com/article.aspx?newsid=2354

Thanks to AMD's use of the APM software, yields will be good for 65nm at time of the release. BTW, to AMD, "good yields" is near 100% yield.

"AMD’s state-of-the-art facilities use the company’s patented Automated Precision Manufacturing (APM) and Continuous Technology Improvement (CTI) capabilities to enable a rapid transition to new technology generations and quickly achieve mature yields. AMD’s focus on speed, accuracy, agility and efficiency via APM is being enhanced through the adoption of a lean philosophy to microprocessor manufacturing. This approach allows AMD to extend the benefits of APM to enhance processes, reduce waste and accelerate time-to-market for our customers."

http://www.amd.com/us-en/Corporate/VirtualPressRoom/0,,51_104_543~109409,00.html

"Do you guarantee quad core opterons for this year?"

I highly doubt this myself, the K8L is natively quadcore from what I have seen and read, AMD has said it won't be here till 1H of 2007. However, who's to say they won't bump the revisions up to include K8L enhancements to a dual core K8L variant before the quad core K8L is released. AMD has a good habit of doing things in incremental steps, as demonstrated by the AM2 release before the release of 65nm processors for example. We very well could see a K8L dual core variant months before the quad core K8L's arrive IMHO.

2:29 PM, June 09, 2006  
Blogger "Mad Mod" Mike said...

I never said Quad-Cor would be arriving in 2006, but I did say it will be here in 2007 and that is a fact. People saying K8L is set for 2008 are wrong severely, as AMD themselves repeatedly said in interviews, that in 2007 you will be able to buy Quad-Cores, I am not sure but I think in order to BUY something, it has to be on the market, so I think it's a safe bet to say quad-core for AMD will be out in 2007.

A Dual-Core K8L seems very likely, as AMD themselves is planning a Dual-Core Opteron based on K8L features for 2007 and possibly pushed up for 2006 and coinciding with the Socket F platform.

4:39 PM, June 09, 2006  
Anonymous Anonymous said...

I think 4x4 is a stop gap measure on 90nm because 65nm will not be available in volume until at least early Q4 and more like late Q4.

Why bring out 4x4 if 65nm can beat Conroe as well ? 4x4 is either very expensive high end or mid range and competing against AMD higher spec chips. I doubt they will compete so it will be a very expensive high end that does beat Conroe. How many people will want to spend that amount of money though?

1:20 AM, June 10, 2006  

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