Saturday, September 15, 2007

AMD's count up: 1, 2, 3

Actually, people have manufacturing problems and low yields and there is a simple solution. When you bake 3 cores, at least two of them will be likely functional. They will pass the test and might be sold as two cores on a chip. That will cost you more 50% of silicon are than on dual core baking but if AMD's multicore 65nm yield is still miserably low, what is the difference?. However, because of the extra processing, SOI wafers cost about two times the price of bulk silicon. So, AMD needs smaller cores than Intel's buks requires. Or, AMD simply goes to console markets with a 3 core design like Xbox?


Ruiz: We now have a broad spectrum of products that covers every single segment of the market. We’ve done that with 10 percent of the people [that Intel has] and 10 percent of the resources. We have a manufacturing organization that’s benchmarked by Sematech as the best in the industry. I think we’re an innovative company that’s very strong on execution. The fact that we’re six months late with Barcelona seems to overshadow everything else. But if you put that delay aside, that’s why it’s critical for us to continue to gain share—to get to that scale where all of that will become obvious and the there is strength in the financial numbers behind it. We’re pretty close and I’m confident we will do that.

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