AMD Future (Not good)

nikimcbee · 01-20-09, 02:04 AM

I believe AMD, in a cost saving move, is going fab-less. I think that is the new trend in the semiconductor industry, as several RAM companies are doing this ( Meaning; We design it, somebody else builds it) I think AMDs only fabs are in Germany and New york(?) AMD doesn't have the capital or manufacturing capacity to keep up with intel's production capabilities.

The biggest dissapointment I have with AMD is that they don't advertise. (I've talked with AMD people about this, and the short answer is: no money). They really caught intel with their pants down with their Athlon chip, but they weren't able to capitalize on that succuess, for whatever reason.

I am intreged by your IBM~AMD merger idea. I wonder how intel would fight it, in regards to practically being a monopoly (on the processor market)?

@ Zachster, have you been following AMD's anti-trust lawsuit? I haven't heard any news on it lately.

nikimcbee · 01-20-09, 02:12 AM

Quote:

Originally Posted by nikimcbee

I believe AMD, in a cost saving move, is going fab-less. I think that is the new trend in the semiconductor industry, as several RAM companies are doing this ( Meaning; We design it, somebody else builds it) I think AMDs only fabs are in Germany and New york(?) AMD doesn't have the capital or manufacturing capacity to keep up with intel's production capabilities.

The biggest dissapointment I have with AMD is that they don't advertise. (I've talked with AMD people about this, and the short answer is: no money). They really caught intel with their pants down with their Athlon chip, but they weren't able to capitalize on that succuess, for whatever reason.

I am intreged by your IBM~AMD merger idea. I wonder how intel would fight it, in regards to practically being a monopoly (on the processor market)?

@ Zachster, have you been following AMD's anti-trust lawsuit? I haven't heard any news on it lately.

Here's the lawsuit:
http://breakfree.amd.com/en-us/default.aspx

nikimcbee · 01-20-09, 02:21 AM

And speaking of dying!
http://www.nyse.com/about/listed/amd_news.html

These guy's stock has totally tanked! It's hard to believe, just a few years ago, it was higher than intel's!

Zachstar · 01-20-09, 02:24 AM

Quote:

Originally Posted by nikimcbee

And speaking of dying!
http://www.nyse.com/about/listed/amd_news.html

These guy's stock has totally tanked! It's hard to believe, just a few years ago, it was higher than intel's!

Well everyone is suffering due to people being pretty tight with wallets these days.

However, The blows are coming on strong. Mainly due to AMD completely unable to sell any CPU over 300USD in any quantity. They dont have the many Intel suckers willing to pay a thousand dollars for an unlocked 3 GHz quad.

nikimcbee · 01-20-09, 02:30 AM

Quote:

Originally Posted by nikimcbee

And speaking of dying!
http://www.nyse.com/about/listed/amd_news.html

These guy's stock has totally tanked! It's hard to believe, just a few years ago, it was higher than intel's!

ofcourse, if AMD rebounds, this is the time to buy! Go buy a $100 worth of shares.:hmm:

Zachstar · 01-20-09, 02:35 AM

Yes if you want a nice little short term gain go for it!

I personally wont. I just don't see it gaining ground without going for something really really huge (Like a jump to 20-10nm) Such a feat requires HUGE amounts of money that not even IBM has.

They are going to be slaughtered by Nvidia's new platform for graphics. And if Intel gets an excuse to dramatically lower Core i7? Curtains for AMD...

nikimcbee · 01-20-09, 03:48 AM

I don't see AMD going to 10mn anytime soon. All of the semiconductor vendors (AMAT, TEL, KLA, FEI, etc) dance to intel's beat. Escpecially if AMD truely goes fab-less, somebody has to pony up the money to buy the tool-sets that are capable of that level of manufacturing.

I don't remember what AMD's current spec is 65 nm or 45 nm. i think the i7 is XX nm, but I might be mistaken. Plus the i7 is using some new metal types that AMD is not (AMD is still using Cu process, which is old school).

AMD can't compete with this level of constant change, unfortunatly:
http://www.intel.com/technology/tick-tock/index.htm

http://www.intel.com/technology/arch...=tech_sil+32nm

AMD CMOS is 65 nm!
http://products.amd.com/en-us/Deskto...7=&f8=&f9=&f10=

nevermind, just found this 45 nm
http://products.amd.com/en-us/Deskto...f9=3600&f10=No

nikimcbee · 01-20-09, 03:57 AM

I though AMD was behind in the die shrink race, but I think I may be mistaken.

Zachstar · 01-20-09, 02:22 AM

Its a big lawsuit but will not do much to break the stranglehold of tech advances Intel is pouring on.

Intel can't fight an ATI IBM merger. As IBM would lose ALOT ALOT ALOT of money in the process. For the first 2 years IBM would just slap some CELL and POWER line advancements on Athlon and Phenom Chips and ship them cheaply to gain money to pay for the merger.

Intel may complain but that will be drowned out by people having to pay 1500 USD for Core i7 whatever builds by then.

Core I7 prices are insane.

01-20-09, 02:04 AM	#1
nikimcbee Fleet Admiral Join Date: Jul 2003 Location: Patroling the Slot. Posts: 17,952 Downloads: 90 Uploads: 0	I believe AMD, in a cost saving move, is going fab-less. I think that is the new trend in the semiconductor industry, as several RAM companies are doing this ( Meaning; We design it, somebody else builds it) I think AMDs only fabs are in Germany and New york(?) AMD doesn't have the capital or manufacturing capacity to keep up with intel's production capabilities. The biggest dissapointment I have with AMD is that they don't advertise. (I've talked with AMD people about this, and the short answer is: no money). They really caught intel with their pants down with their Athlon chip, but they weren't able to capitalize on that succuess, for whatever reason. I am intreged by your IBM~AMD merger idea. I wonder how intel would fight it, in regards to practically being a monopoly (on the processor market)? @ Zachster, have you been following AMD's anti-trust lawsuit? I haven't heard any news on it lately. __________________

01-20-09, 02:21 AM	#3
nikimcbee Fleet Admiral Join Date: Jul 2003 Location: Patroling the Slot. Posts: 17,952 Downloads: 90 Uploads: 0	And speaking of dying! http://www.nyse.com/about/listed/amd_news.html These guy's stock has totally tanked! It's hard to believe, just a few years ago, it was higher than intel's! __________________

01-20-09, 02:35 AM	#6
Zachstar Sea Lord Join Date: Feb 2005 Location: Shreveport, Louisiana Posts: 1,956 Downloads: 13 Uploads: 0	Yes if you want a nice little short term gain go for it! I personally wont. I just don't see it gaining ground without going for something really really huge (Like a jump to 20-10nm) Such a feat requires HUGE amounts of money that not even IBM has. They are going to be slaughtered by Nvidia's new platform for graphics. And if Intel gets an excuse to dramatically lower Core i7? Curtains for AMD... __________________

01-20-09, 03:48 AM	#7
nikimcbee Fleet Admiral Join Date: Jul 2003 Location: Patroling the Slot. Posts: 17,952 Downloads: 90 Uploads: 0	I don't see AMD going to 10mn anytime soon. All of the semiconductor vendors (AMAT, TEL, KLA, FEI, etc) dance to intel's beat. Escpecially if AMD truely goes fab-less, somebody has to pony up the money to buy the tool-sets that are capable of that level of manufacturing. I don't remember what AMD's current spec is 65 nm or 45 nm. i think the i7 is XX nm, but I might be mistaken. Plus the i7 is using some new metal types that AMD is not (AMD is still using Cu process, which is old school). AMD can't compete with this level of constant change, unfortunatly: http://www.intel.com/technology/tick-tock/index.htm http://www.intel.com/technology/arch...=tech_sil+32nm AMD CMOS is 65 nm! http://products.amd.com/en-us/Deskto...7=&f8=&f9=&f10= nevermind, just found this 45 nm http://products.amd.com/en-us/Deskto...f9=3600&f10=No __________________

01-20-09, 03:57 AM	#8
nikimcbee Fleet Admiral Join Date: Jul 2003 Location: Patroling the Slot. Posts: 17,952 Downloads: 90 Uploads: 0	I though AMD was behind in the die shrink race, but I think I may be mistaken. __________________

01-20-09, 02:22 AM	#9
Zachstar Sea Lord Join Date: Feb 2005 Location: Shreveport, Louisiana Posts: 1,956 Downloads: 13 Uploads: 0	Its a big lawsuit but will not do much to break the stranglehold of tech advances Intel is pouring on. Intel can't fight an ATI IBM merger. As IBM would lose ALOT ALOT ALOT of money in the process. For the first 2 years IBM would just slap some CELL and POWER line advancements on Athlon and Phenom Chips and ship them cheaply to gain money to pay for the merger. Intel may complain but that will be drowned out by people having to pay 1500 USD for Core i7 whatever builds by then. Core I7 prices are insane. __________________

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