Zarolho
Power Member
Mercury Research is warning that AMD will have problems shipping its chips for a while. According to News.com, Mercury Research says that AMD is facing a crisis where its overall demand is rising before new manufacturing technologies were completely ready to cope.
Analyst Dean McCarron said that AMD needed more factories to match the outfit's design strategy for the quad-core era. It also had to shift to smaller transistors at the same time it gets new factories up and running. McCarron said that demand for AMD chips was high, but the outfit's dual core processors were still stuck in a 90-nanometre time warp.
Opteron and Athlon 64 processors with their two processing cores integrated onto a single piece of silicon have an olde worlde charm, but were fast being eclipsed, he said. AMD's chief financial officer Bob Rivet says that the outfit will not be able to see a cost benefit from its move to 65-nanometre processors until the fourth quarter. But AMD still hasn't made the full transition to 300-millimetre-wide wafers from 200-millimetre wafers either so a lot of these upgrades are not ready for the big time.
Perhaps AMD is starting to regret making Dell its 'strategic partner', angering its existing channel and being forced to supply Michael's tin boxes with chips it has not got. The Dell deal, while looking good on paper, is soaking up most of the outfit's capacity.
http://www.theinquirer.net/default.aspx?article=35362
Analyst Dean McCarron said that AMD needed more factories to match the outfit's design strategy for the quad-core era. It also had to shift to smaller transistors at the same time it gets new factories up and running. McCarron said that demand for AMD chips was high, but the outfit's dual core processors were still stuck in a 90-nanometre time warp.
Opteron and Athlon 64 processors with their two processing cores integrated onto a single piece of silicon have an olde worlde charm, but were fast being eclipsed, he said. AMD's chief financial officer Bob Rivet says that the outfit will not be able to see a cost benefit from its move to 65-nanometre processors until the fourth quarter. But AMD still hasn't made the full transition to 300-millimetre-wide wafers from 200-millimetre wafers either so a lot of these upgrades are not ready for the big time.
Perhaps AMD is starting to regret making Dell its 'strategic partner', angering its existing channel and being forced to supply Michael's tin boxes with chips it has not got. The Dell deal, while looking good on paper, is soaking up most of the outfit's capacity.
http://www.theinquirer.net/default.aspx?article=35362
