Socket M2...what's the big deal?

[Viditor]

Originally posted by: Diasper
AMD is currently looking to start shipping 65nm products about the beginning of Q3 2006 as it currently looks. That will obviously be for M2. Perhaps there is still a small chance some dual-core S939 might progress to it because at that point they should still be selling significant numbers of them (people may be looking to upgrade from single to dual through it) but no doubt it'll take a back seat for AMD. No doubt they are pursuing a wait-and-see approach and so nothing can be guaranteed.

Diasper

Where did you read that? Last thing I heard was at the conference call, they were shipping production samples of the 65nm in Q1 2006...volume in Q2 (though possibly Q3, depending on demand and competition).

 

[Diasper]

I lost the webpage now but what I read was probably more outdated than your information but what I read was similiar - while AMD might be producing some 65nm samples 65nm in Q1 regards according for moving to mass production, producing stocks and then shipping them out for vendors we're probably looking at early Q3 for mass availability. Of course, if AMD are doing well that could of course move forward into Q2.

 

[Viditor]

Originally posted by: Diasper
I lost the webpage now but what I read was probably more outdated than your information but what I read was similiar - while AMD might be producing some 65nm samples 65nm in Q1 regards according for moving to mass production, producing stocks and then shipping them out for vendors we're probably looking at early Q3 for mass availability. Of course, if AMD are doing well that could of course move forward into Q2.

It will depend on the market more than anything...what's important is:

1. They are currently in the sweet spot on the 90nm process. The longer they can keep using the current lines to make processors, the more money they will make (it's expensive to throw away well functioning Fab equipment too soon!). 🙂

2. If Intel settles their lawsuit the same way they did with the JFTC, AMD could have a very rapid rise in marketshare. This would force them to accelerate Fab36 production in order to meet that demand.

3. The first 65nm chips will be server and mobile, and AMD has been expanding these segments at an extraordinary pace. If this continues, it will push them to release 65nm sooner rather than later.