TSMC lies about yields, Dirk tells the truth

[verndewd]

AMD Constrained on 40 nm GPUs From TSMC
AMD executives said the company is "heavily constrained" now on shipments of its 40 nm graphics processors, made at TSMC. "We are seeing progress both in the delivery of wafers and the underlying yields. But we are constrained today," AMD CEO Dirk Meyer said.
David Lammers, News Editor -- Semiconductor International, 1/21/2010
The ability of Advanced Micro Devices Inc. (AMD, Sunnyvale, Calif.) to sell its newest-generation graphics processors has been "heavily constrained" by limitations at its main GPU foundry, said AMD CEO Dirk Meyer.


Dirk Meyer, CEO, AMD


"We could have done a lot more business," Meyer said in a conference call following the company's release of Q4 financial results. "We are seeing progress both in the delivery of wafers and the underlying yields. But we are constrained today." Meyer added that he expects the supply constraint to continue.

AMD's ATI graphics operation has received acclaims for its DX11 line of graphics cards, based on the Radeon HD 5870 processor made largely at Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC, Hsinchu, Taiwan) on its 40 nm process. TSMC has been working to deliver more 40 nm wafers to its customers, and has cited "chamber matching" issues as an impediment to 40 nm yields in recent quarters.

One analyst said that customers are "fighting over" the supply of the DX11 products, and asked when AMD will no longer be supply-constrained. Much of AMD's production remains at 55 nm, on the DX10 product family, according to Meyer. "A substantial amount of our shipments were still on 55 nm in the fourth quarter," he said, adding, "We have a lot of demand for the DX11 products."

The AMD executives said the company will begin shipping its Fusion line of integrated CPU-GPU products late in 2010. The integrated Fusion products will compete for market share with the discrete graphics processors, Meyer said. AMD is expected to ship Fusion first on a silicon-on-insulator (SOI) technology, and follow that with a bulk Fusion product.

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[yannifb]

AMD Constrained on 40 nm GPUs From TSMC
AMD executives said the company is "heavily constrained" now on shipments of its 40 nm graphics processors, made at TSMC. "We are seeing progress both in the delivery of wafers and the underlying yields. But we are constrained today," AMD CEO Dirk Meyer said.
David Lammers, News Editor -- Semiconductor International, 1/21/2010
The ability of Advanced Micro Devices Inc. (AMD, Sunnyvale, Calif.) to sell its newest-generation graphics processors has been "heavily constrained" by limitations at its main GPU foundry, said AMD CEO Dirk Meyer.


Dirk Meyer, CEO, AMD


"We could have done a lot more business," Meyer said in a conference call following the company's release of Q4 financial results. "We are seeing progress both in the delivery of wafers and the underlying yields. But we are constrained today." Meyer added that he expects the supply constraint to continue.

AMD's ATI graphics operation has received acclaims for its DX11 line of graphics cards, based on the Radeon HD 5870 processor made largely at Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC, Hsinchu, Taiwan) on its 40 nm process. TSMC has been working to deliver more 40 nm wafers to its customers, and has cited "chamber matching" issues as an impediment to 40 nm yields in recent quarters.

One analyst said that customers are "fighting over" the supply of the DX11 products, and asked when AMD will no longer be supply-constrained. Much of AMD's production remains at 55 nm, on the DX10 product family, according to Meyer. "A substantial amount of our shipments were still on 55 nm in the fourth quarter," he said, adding, "We have a lot of demand for the DX11 products."

The AMD executives said the company will begin shipping its Fusion line of integrated CPU-GPU products late in 2010. The integrated Fusion products will compete for market share with the discrete graphics processors, Meyer said. AMD is expected to ship Fusion first on a silicon-on-insulator (SOI) technology, and follow that with a bulk Fusion product.

1 | 2 | 3 | Next
Full Page Version
http://www.semiconductor.net/article/445379-AMD_Constrained_on_40_nm_GPUs_From_TSMC.php?rssid=20224

Whoa! They pushed forward the release of Fusion? This is good news. Nice find.

 

[verndewd]

May as well be 2011 since late with them is generally really late, or at least has been the case for 4 years

 

[yannifb]

Well there was another point Jaydee showed in some page on that now massive 'is intel doomed thread'- he had a link to some interview, and in it AMD said they didnt mean December when they said late 2010.

 

[verndewd]

interesting; just playing devils advocate on the lateness since they have really come a long way getting henry and hector out. I have to commend Dirk for a decent comeback but stil its like fermi , wait and see.