I am not sure how many of you have seen the AMD slide show for their investors: Slide Show
On this slide: Slide 13 AMD says they started volume production of the Ahtlon 64, 90nm in Q2 of 2003!
On this slide: Slide 11 AMD says their 90 nm process is running at mature yields, revenue shipments will be in Q3 2004, and they are using low k as well as SOI.
Questions:
1. Have they been stocking up on their 90 nm parts since 2003?
2. Is a revenue shipment the first shipment they sell the retailers or OEMs?
3. If they are using low k (I wasn't aware if they currently are).... wasn't this process what enabled ATI to reach such high clock speeds on their VPU's? Do you expect much higher clock speeds with this process?
4. Should we expect to see these chips in September?
I know this is just speculation until it happens but... I was curious about your thoughts?
On this slide: Slide 13 AMD says they started volume production of the Ahtlon 64, 90nm in Q2 of 2003!
On this slide: Slide 11 AMD says their 90 nm process is running at mature yields, revenue shipments will be in Q3 2004, and they are using low k as well as SOI.
Questions:
1. Have they been stocking up on their 90 nm parts since 2003?
2. Is a revenue shipment the first shipment they sell the retailers or OEMs?
3. If they are using low k (I wasn't aware if they currently are).... wasn't this process what enabled ATI to reach such high clock speeds on their VPU's? Do you expect much higher clock speeds with this process?
4. Should we expect to see these chips in September?
I know this is just speculation until it happens but... I was curious about your thoughts?