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AMD speaks out on 45nm, Conroe - TechAmok
AMD speaks out on 45nm, Conroe - [technology] 04:13 AM EDT - Apr,20 2006 - post a comment AMDZone
has posted an interesting interview with AMD public relations rep Damon
Muzny. The interview covers a lot of ground, from AMD's 65nm and 45nm plans to
Intel's new architecture, DDR3, and the upcoming dual-core Turion X2s. On new
process technologies, Muzny stresses that AMD is "on track" for 45nm production
by mid-2008, and that Fab 36 should be 50% converted to 65nm production by early
next year. Here's a bit:
Jeff Tom: Right and Intel claimed they'd have 5GHz processors and they
never materialized in the market place.
Damon Muzny: Intel said Netburst would take them to 10GHz. You know, we
can both fab some pretty nifty one-off products that may never see mass
production. The proof is in the pudding, as they say. When can you bring a
product to market competitively? Making off-the-wall claims 5 years out isn't
leadership.
Netburst was ultimately too inefficient and so the architecture was finally
scrapped. Intel began scrambling to bring up a "plan-B," but that takes time. So
meanwhile one way Intel attempted to compensate for not being competitive with
Direct Connect was by increasing their cache sizes. We know that didn't get them
to performance parity. What they got was an increase in die size with
performance that still notched them down the value ladder when lined up to next
to AMD chips. So while both AMD and Intel are both headed to 65nm, 45nm and
beyond... Intel's complex and inefficient architecture with large "compensation
caches" made 65nm necessary to bring die sizes back down on Pentium. And this is
just one aspect of the big picture. So when you hear the competition crowing
about starting a new, smaller design process sooner, understanding the big
picture gives a more clear view of what is really going on.
Here's another good example. Intel has been trying to take the focus of their
current product portfolio with Conroe demonstration stunts. So while I can't
really comment about a competitor's product probably which won't be available
for 6 or 9 months, I will say this much about their tactics: it's not like their
typical "AMD who?" approach. Clearly we've forced our competitor to respond us.
Every time they stress future products they are simply admitting their current
products aren't competitive so customers shouldn't buy them. That's just an
irrational and desperate move for them. Their claims of future architectural
competitiveness largely assume AMD is standing still, and we're not. In fact, as
they work to catch up to us, we'll move ahead with our own innovations. So the
big picture is Intel in crisis-mode, reacting to AMD's leadership. It shouldn't
come as a surprise.
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