<LI>The first and the most suspicious thing is the extremely low working frequencies of Athlon XP processors built on 0.13micron core. Look here: the fastest model in the today?s Athlon XP family makes 1.73GHz, and later on Athlon XP 2200+ is to come, with the core clock of 1.8GHz. And the first 0.13micron Athlon XP should also work at 1.8GHz core clock! Moreover, by the end of the year its frequency will get only 266MHz higher (Athlon XP 2600+ will work at 2.06GHz actual clock frequency). For a better comparison try to recall 0.13micron Celeron which frequency grew almost 1.5 times higher when they shifted from 0.18micron to 0.13micron and the Vcore got considerably lower at the same time: from 1.7V to 1.5V. And here comes the second reason...
<LI>The second thing witnessing that AMD has some problems with 0.13micron manufacturing technology is a too high processor Vcore. As is known, it makes 1.65V, which is only 0.1V lower than that of 0.18micron Palomino core. Of course, it wouldn?t be quite correct to compare it with Intel?s manufacturing technology, however, together with all other evidence, high Vcore signals about not very high chip yields. By the way, the relative rawness of the manufacturing technology is a very poor excuse: the Vcore of the first 0.13micron Celeron CPUs was 1.475V and the chips could work at 1.4-1.5GHz core clock (that is almost 1.5times higher than the core clock of 0.18micron processors).
<LI>And now let?s have a look at the yesterday?s announcement of the mobile Thoroughbred (see this news story). AMD started shipping 1400+ and 1500+ processors working at 1.26GHz and 1.33GHz correspondingly. Again, the clock frequencies are very low (even taking into account that these are mobile solutions).
The initial yields will of course be low for a new core and especially for a new process. This is why we are only just now seeing T-Bred mobile offerings and at relatively low speeds. This also explains Vcore etc. As far as the first .13 Celerys performing better than T-Bred, that is an entirely different chip and architecture. A Celeron is a much simpler chip than an Athlon. More complexity = more steps in "debugging" the CPU design and more steppings until performance ramps fully.
And the last thing. According to a new AMD roadmap (see this news story), 0.13micron Barton core has changed. Now it will be made not from SOI substrates (which used to be a direct mention of the joint AMD-Motorola technology) but from regular substrates of the silicon dioxide (UMC technologies do not know to use SOI). Here we can?t help recalling that in the end of Q4 UMC was going to start 0.13micron CPUs for AMD. No wonder that Barton core has been changed: it is most likely to be now oriented for UMC?s production lines. And these production lines seem to be pretty good, we should say, as AMD has increased Barton?s cache recently. I think that UMC has already made some trial Thoroughbred processors. And the outcome may have turned out so good that AMD decided to double the L2 cache size (up to 512KB).
They dumped SOI because it has proven to be very costly to implement, which is why Intel seems to not be interested in it. It doesn't make sense to spend more money to produce what is going to be a value processor line for AMD. The reduced cost of wafers and other materials will mean they can sell Bartons for less and make more profit, and hopefully make their CPU's more desirable to OEMs.