Monday, October 30, 2006
AMD's second source fab starts 65nm production with 90% yield
AMD's second source fab starts 65nm production with 90% yield.
Could they start earlier with 65nm? Yes, but no with 90% yield. Now, small AMD core plus 90%
output of working chips will give a lot of cheap AMD processors from its two 65nm fabs. Is it enough to compete with Intel? Yes to grab say at least 33% of the largest, desktop market. To keep 65+% desktop market share, Intel should have at least 3 competitive 65nm fabs continuously on. And it would happen. So, what is actually bad in this hardware story? Intel's further retreat from processor market share. Do you remeber quite recent times when AMD's share was below 10% ?
Could they start earlier with 65nm? Yes, but no with 90% yield. Now, small AMD core plus 90%
output of working chips will give a lot of cheap AMD processors from its two 65nm fabs. Is it enough to compete with Intel? Yes to grab say at least 33% of the largest, desktop market. To keep 65+% desktop market share, Intel should have at least 3 competitive 65nm fabs continuously on. And it would happen. So, what is actually bad in this hardware story? Intel's further retreat from processor market share. Do you remeber quite recent times when AMD's share was below 10% ?
THIS LINK posted by Joseph Bell : 6:47 PM
