传AMD将更换代工厂,并变更28nm APU蓝图

上网时间: 2011年11月28日? 作者:Sylvie Barak? 我来评论 【字号: ? ?小】

关键字:AMD晶圆代工厂? 28纳米APU?

Opinion: AMD roadmap change benefits TSMC?

Sylvie Barak

MOUNTAIN VIEW, Calif.--Advanced Micro Devices Inc.'s (AMD) roadmap is about to see some significant changes according to sources at the company.

With online reports suggesting AMD could scrap its 28-nm APU production at Globalfoundries in order to move the manufacturing to TSMC, EE Times has confirmed with sources at the firm that roadmap changes are “imminent” and that “28-nm schedules aren’t what we wanted.” Whether those changes pertain to a switch of manufacturing partners, however, has yet to be fully substantiated.

“We will have a roadmap update in the very near term,” said a source at AMD though he stressed that the firm had always kept its manufacturing options open.

“We did not get specific about our manufacturing partner for 28-nm APUs for 2012, we have always said that both GlobalFoundries and TSMC are strong manufacturing partners and we reserve rights to keep our options open,” he said. All of AMD’s 28-nm discrete GPUs are already being made at TSMC.

Another source at the company told EETimes he was not surprised to hear the murmurs of manufacturing changes surface, but said any public announcements about such a change in the roadmap would be considered highly sensitive and would likely be broken to financial analysts first.

EETimes has discovered that several analysts have been invited to a recently scheduled meeting on Dec. 5th.

“Changes are coming,” said In-Stat’s Jim McGregor, saying a change in manufacturing partners would not surprise him in the slightest, especially with relationships between Globalfoundries and AMD growing increasingly strained.

“AMD has had so many problems with Globalfoundries this year, from low yields to low ramps and high cost,” he said adding, “The relationship between the two does not seem to be providing benefit to either company at the moment.”

An agreement which expires on January 1, has meant that AMD only pays Globalfoundries for viable 32-nm dies, which has a financial loss for Globalfoundries based on the difficulties it has had achieving high yields. After January 1, AMD would have to go back to paying for every wafer, successful or not, something the firm may not be very keen to do.

McGregor said that should the 28-nm Globalfoundries made APUs really be scrapped, it would cause a “world of hurt” for AMD, which would be left a generation behind its competition for most of 2012, making AMD even less significant in the market.

“AMD just doesn’t matter. Even Intel doesn’t care about AMD anymore, the firm doesn’t even register on Intel’s radar, it’s that far behind,” McGregor noted.

AMD sources, however, were quick to defend the firm’s chances, even in the case 28-nm should change course over the coming weeks.

“Even if we were forced to stick with 40nm Brazos, it would not be the end of the world,” an AMD insider told us. The firm feels it has a successful product with Brazos, which is aimed at the $299-$400 notebook market. 20 million have shipped so far through Q3.

“We’ll be ok because of the price point Brazos is currently at in the market,” said the AMD insider, adding that the firm was a lot more optimistic about its upcoming Trinity products, which are the next generation to the 32-nm Bulldozer-based Llano.

“Trinity is in good shape,” he said, though some believe the firm may have trouble matching Llano’s performance-per-watt ratio and would leave a gaping hole in AMD’s ultra-low power product line at a time when tablets and lower powered notebooks are all the rage.

Meanwhile, Globalfoundries said it would not comment on its customer's foundry selection process or on their products unless they did so first. The spokesman also said problems with Llano had been specific to that product and that yields for AMD's 32/28nm Bulldozer products were on target and not affecting AMD's ability to meet customer commitments.

“We are still the only foundry producing HKMG products that can be purchased in stores now,” the Globalfoundries spokesman said, noting that the fab expected to ship “far more” HKMG volume in 2011 than all other foundries combined.

“In a recent call with financial analysts, AMD confirmed that the Llano ramp has essentially matched the Brazos ramp at TSMC. Given that Brazos is a very small die on the mature 40nm node process, this is a significant achievement. Llano is a much larger die, far more complex, and it is on 32nm with HKMG,” he said.

If AMD were to change manufacturing partners for its 28-nm APUs, it could take up to 18 months for chips similar to the planned --but failed-- Krishna/Wichita designs.

An official AMD Financial Analyst Day is to be held in February, with more updates and roadmap changes scheduled for that time frame, but in the meanwhile, we can expect public changes to be announced in December.

标签 CPU??

[ 投票数:? ] 收藏 ??? 打印版 ??? 推荐给同仁 ??? 发送查询 ??? ?订阅杂志

评论
免费订阅资讯速递
信息速递-请选择您感兴趣的技术领域:
  • 安防监控
  • 便携设备
  • 消费电子
  • 通信与网络
  • 分销与服务
  • 制造与测试
  • 工业与医疗
  • 汽车电子
  • 计算机与OA
  • 电源管理
  • 无源器件与模组
  • 新能源
  • 供应链管理
论坛速递
相关信息
  • 什么是28纳米APU?
  • 国际电子商情提供相关28纳米APU技术文章及相关28纳米APU新闻趋势,及更新最新相关28纳米APU电子产品技术

  • 什么是AMD晶圆代工厂?
  • 国际电子商情提供相关AMD晶圆代工厂技术文章及相关AMD晶圆代工厂新闻趋势,及更新最新相关AMD晶圆代工厂电子产品技术

?新浪微博推荐
Global Sources


编辑推荐
?大家正在说


打开微信“扫一扫”,打开网页后点击屏幕右上角分享按钮

1.扫描左侧二维码
2.点击右上角的分享按钮
3.选择分享给朋友
电子元器件数据手册下载
数据手册搜索

Datasheets China.com

《汽车电子特刊》

汽车电子系统在现代的汽车中占有的比重越来越高,对产品设计的工程师来说,产品的设计和验证面临着很多的挑战。本期《汽车电子特刊》将会向您呈现ADI技术对于汽车电子行业的应用等,还有IIC汽车电子论坛的精彩回顾哦!

扫一扫,关注最新资讯

esmc