tag:blogger.com,1999:blog-20686335.post115272770486971671..comments2023-07-28T07:47:21.081-05:00Comments on Chicagrafo: On the playing field of companies:Unknownnoreply@blogger.comBlogger5125tag:blogger.com,1999:blog-20686335.post-1153031952263930312006-07-16T01:39:00.000-05:002006-07-16T01:39:00.000-05:00there are posts which are so stupid that I don't k...there are posts which are so stupid that I don't know if I should just delete them.<BR/><BR/>In this case, I will reply, because your imprecisions may harm:<BR/>1) SOI is merely about 15% more expensive.<BR/>2) It may be the case that AMD has cost advantages (perhaps it is cheaper for AMD to manufacture a processor with the same die area thanks to APM)<BR/>3) Cell processors are not an indicative of AMD processes.<BR/>4) The K8L may get to the market sooner than expected, even the 65nm products.<BR/><BR/>It will be moot very soon, but to be "crowned", the products should be in the market, don't you think? Until today, Woodcrest and Conroe are the same thing as Merom: Announced products, not *available*Eddiehttps://www.blogger.com/profile/16847784119837035473noreply@blogger.comtag:blogger.com,1999:blog-20686335.post-1152865753310463582006-07-14T03:29:00.000-05:002006-07-14T03:29:00.000-05:00Actually 300mm SOI is not really 5X more but it do...Actually 300mm SOI is not really 5X more but it does add ~15% to overall wafer fabrication cost (before dicing and assembly/test). Although I would suspect the sSOI variant would be even more which is supposedly what is being used on 65nm.<BR/><BR/>As for cell yields - that is interesting; but it is difficult to say if yield problems are due to complexity of the chip design or the process technology maturity (can anyone verify it is only being run on 65nm process?)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-20686335.post-1152861386777572912006-07-14T02:16:00.000-05:002006-07-14T02:16:00.000-05:00NDA time is nearly over and Conroe just hammered A...NDA time is nearly over and Conroe just hammered AMD FX for good! Woodcrest crowned King of 2P servers! AMD shares suffers several dives after desperate pumping. IBM's Cell processor yields are terrible, and since AMD is its partner.. this will be reflected upon (and possible reason for 65nm delays). SOI wafers actually costs at least 5X more which affirms the reason AMD could not further reduce prices to compete with Intel... K8L in 2008 means for 2 years AMD does not have a competing product in hand...<BR/><BR/>Heads still in the clouds?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-20686335.post-1152763127277323632006-07-12T22:58:00.000-05:002006-07-12T22:58:00.000-05:00Ok, I'll check in. Your off to a good start.Ok, I'll check in. Your off to a good start.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-20686335.post-1152757720709596652006-07-12T21:28:00.000-05:002006-07-12T21:28:00.000-05:00Great! I'm sure it'll shed light on the nature of ...Great! I'm sure it'll shed light on the nature of competition in the industry as well as being throughly interesting. Oh, and good luck and thanks in advance. ;-)Anonymousnoreply@blogger.com