Originally posted by: Viditor
Originally posted by: jones377
Originally posted by: zsdersw
Originally posted by: Viditor
Remember that Shanghai is due in Q2/Q3 2008 (45nm Barcelona)
If that's going to occur, we should've seen the 45nm tape-out by now.. or will have to see it very soon.
Tape-out to release is usually a year or more, especially when it involves a new microarchitecture or a new process. I wouldn't count on a Q2 release unless someone can show me a statement from AMD that says Shanghai has already taped out.
9 months to a year is correct (1 year being more common)...and I haven't seen a tape-out announcement either. That said, it is still in their roadmap (though I certainly don't disagree with the skepticism here...).
Edit: BTW, I believe that Penryn will be a 9 month lead from tape-out for their first chip...
Viditor I understand your position perfectly. If I may I would like to point out a few things to ya. Maybe it will help.
I understand your investment position. Its really not that bad . But several things have to occur . Fusion has got to > Nehalem and it is possiable. Read some of the news thats posted at the Inquirer today. If AMD can pull off a few of the things in one of those articles you will kmow which one!
But I must interject on the AMD 45nm process in 2qt of 08 . It isn't going to happen . Why?
AMD was planning on SOI on the 45nm process if amd tries this it will be disasterious. Soi @ 65 is a headache for AMD @ 45 nm OH my!
IBM has announced that it is getting ready with High K and metal gates. IBM has also stated that it process will be much better than Intels.
I really don't usually believe IBM's hype but in this case I do. I believe IBM is looking at (excuss the spelling as I won't google for the proper wording) Finfit on the 45nm Higk K and dual metal gates. Which should > Intels 45nm process.
So AMD has to make a decision. TRY soi which I believe will be horriable for AMD . Or get IBM to sell license 45nm High K /metal gate process for use in thier fabs.
SOI at 45nm will be wrenched with delays and its performance will be desending compared to 65nm. Better for AMD to go with the future now. AMD needs to forget about Z-ram for L3 .
As far as K10 fab rejects. Simple logic tells us your going to get a higher rate of rejects with a native 4core prossor. So yes yields are going to be much lower than intels. Than factor that Intel will be on 45nm process and a cheaper process at that Vs. soi. Intels margins will be much much higher. So much infact that Intel could price AMD out of the market if they desired. But they won't they need AMD.
As you are aware Intel is going in a differant direction than AMD. Penryn is already showing us Intel is moving towards Ray tracing on the desk top . We won't see it on penryn . (lack of power) But Nehalem will be the next big step in that direction . But it still won't be ready for prime time. (softwear) . So AMD does have a window of oppertunity If you read the Inq articles I was referring to you can see what I am saying.
Now Intel has an excellant plan BUT they never ever believed AMD would buy ATI. SO they didn't plan for it. AMD has a window of opertunity here. They just have to deliver.
But once we get to Geshner its end game . Real time raytracing will be a fact. Softwear will be ready and Intel plans will be in place. Once we have real time ray tracing that it . Good by NV goodbye ATI.
I am going to follow fusion very closely as I see great oppertunity here as an investor . Its a long shot and a ways off . But this really could be the KING for 2 more years If AMD exacutes perfectly.