AMD is planning a Trinity refresh in 1H/2012
Thought we were already in 2H/2012? *checks calendar* Yup.. Guess Charlie meant 1H/
2013 😛 Anyway Kaveri now pushed out to at least a year from now.
Also, from
http://money.msn.com/business-news/article.aspx?feed=Bcom&date=20120806&id=15416380
Advanced Micro announces private offering of $300 million of senior notes Co announced that it intends to commence a private offering, subject to market and other conditions, of $300 million aggregate principal amount of senior notes due 2022. AMD intends to use the net proceeds for general corporate purposes and working capital, which may include the following: (i) the repayment or repurchase of some or all of its outstanding 5.75% Convertible Senior Notes due August 2012.
I hope you are right and I hope AMD effectively get their head way out of the water one way or another. What I do not understand and I hope I don't grind programmers and server IT people head is that it feels CPU are engineered towards servering then CPU are stripped of functionality to adapt to desktop. One obvious is latest AMD bulldozer and I strongly suspect piledriver wil not go toward Workstation segment. I understand workstation is a very tiny niche compared to desktop and server but letting a giant like Intel ruling the world of 1 segment market and up to 2 segment markets "medium and higher desktop" is something that should gring gears of many.. including AMD and not jump to conclusion such as I read an article a few months ago whereas AMD clearly stated they would not approach workstation segment... and the understanding was indefinitely.
Are 32 and soon 22nm CPU for workstation fully utilizing HT and quad channel irrelevant and/or too costly versus return on investment? If AMD nowadays can make a 32nm CPU stripped of or clumsy HT functionality and utilize only dual channel, what is an estimated cost for jumping into 32 then 22 nm utilizing HT and quad channel in 24 months would be like? Are we talking something crazy like over $1 billion?