AMD delaying two Phenom chips, moving others forward
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The latest road map change involves two of AMD's quad-core chips for desktops, and will result in the company focusing on triple-core chips and energy-efficient quad-cores in the first quarter.
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Chip maker likely is making way for new products.
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With Christmas just 11 days away, you have to wonder what Hector Ruiz is going to find under his tree. It&#8217;s been a terrible year for Advanced Micro Devices, and the chipmaker&#8217;s analysts conference on Thursday did nothing to spread holiday cheer.Confirming what many in the chip world had suspected for some time, CEO Ruiz and other AMD execs fessed up that bugs in its new quad-core Barcelona server and Phenom desktop chips will&#160;delay these key next-generation technologies.The technical problems will delay general availability of the fastest version of the chips for three or four months. Customers willing to settle for slower clock speeds will be able to get the processors sooner; for example, AMD will ship a 2 gigahertz version of the Barcelona first, instead of the expected 2.5 gigahertz speed. In either case, the chips will be close to a year late; the original target date was the first quarter of 2007.AMD STUMBLES AS INTEL SPEEDS AHEADThe problem couldn&#8217;t come at a worse time. AMD has struggled all year to close the performance gap between its high-end chips and Intel&#8217;s. Barcelona, the company had promised, would restore its technical supremacy. Indeed some analysts said they had expected the quad-core server chip to do just that. &#8220;At 2.5 gigahertz it would have beaten any Intel products,&#8221; said analyst Nathan Brookwood of Insight64. &#8220;But at 2 gigahertz, it&#8217;s bringing up the rear,&#8221; he said.Intel, meanwhile, has corrected many of the problems that dogged it earlier in the decade. &#8220;AMD isn&#8217;t competing against the Intel of two years ago,&#8221; said Dean McCarron of Mercury Research. Intel has had quad-core chips in the market for about a year. To be fair, its chips are based on a somewhat simpler design; Intel gets to four cores by packaging two dual-core chips together. By contrast, AMD&#8217;s design integrates four cores on one chip, a more efficient solution, said McCarron. Except that AMD&#8217;s approach reduces yields and thus raises manufacturing costs, he added.There was earlier speculation that Barcelona&#8217;s problems were related to the ATI graphics chipset, but the problem turns out to be deeper, at the chip level. AMD has said it is related to the translation lookaside buffer (TLB) in the processor&#39;s L3 cache.DOUBTS ABOUT A QUICK FIXIn the Thursday conference, analysts had expected discussion of the company&#8217;s &#8220;asset light strategy,&#8221; which will apparently entail outsourcing more manufacturing to foundries such as Chartered Semiconductor or TSMC. But they didn&#8217;t get it, and the lack of details made CEO Ruiz&#8217;s promise to return to profitability in 2008 less credible to Wall Street. AMD&#8217;s financial performance has been terrible, losing money for four straight quarters. Part of the reason: Intel and AMD have engaged in a bloody price war, a struggle that has been very tough on the smaller company&#8217;s profit margins. But the Barcelona and Phenom delays are serious self-inflicted wounds.AMD&#8217;s stock lost another few points yesterday and has now shed about 40% in the last two months and a bone-jarring 56% since the beginning of the year. At $8.84 a share, Thursday&#8217;s closing price, the stock is at its lowest ebb since the summer of 2003. Ironically, AMD has so far&#160;rewarded Ruiz with pay raises.
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Paperwork delays slow AMD Intel and AMD have embraced a divide and propaganda approach to tout their upcoming server chips.â¦
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AMD provides a sneak peek at how its pending quad-core chip will improve performance and save energy.
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Burned by a series of production missteps and canceled products, the company lets AMD get out in front on multicore product announcements.
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Can't hit AMD while it's down... Intel has delayed the release of a trio of 45nm 'Penryn' quad-core processors because, motherboard maker moles allege, AMD's Phenom chips aren't mounting a sufficient performance challenge.â¦
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In a move that was successfully kept secret, for the most part. AMD is making an unprecedented, near-term adjustment to its technology roadmap. As soon as the first half of next year, the company plans to introduce into the desktop CPU market a new line of Phenom triple-core processors, whose architecture was christened with the code-name Toliman just hours ago.
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Socket AM2+ may be key to AM3 backwards compatibility AMD looks set to implement a Socket AM2 revision spanning the processor interconnect's current specification and the upcoming Socket AM3 due in 2008. That at least is what reports coming out of Taiwan citing local motherboard-maker sources claim.â¦
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(InfoWorld) - AMD will delay its launch of the Barcelona quad-core Opteron server chip from its expected date in July until October, setting the company back in its effort to compete with new processors from Intel, according to analyst reports. Processor companies make more money selling server chips than desktop or laptop chips, so the move will hit AMD's 2007 earnings hard, pushing the company to lose $2.59 per share instead of only $2.48 per share, according to a report released Tuesday by Citigroup analyst Glen Yeung. "Barcelona is generally viewed to beÂ AMD's best opportunity to stem server share loss to Intel. While AMD's recent notebook win at Toshiba may balance any negative revenue implications to our current model, Barcelona's delay has negative implications for AMD's gross margin," Yeung wrote. His estimate is a larger loss than the consensus Thomson Financial forecast that AMD will lose $2.47 per share for 2007. The news comes at a bad time for AMD, which has promised for months that it would launch the chip in the second half of 2007,Â helping the company to rebound from the effects of a price war with Intel. AMD is already hurting,Â posting a $611 million first-quarter lossÂ in April, following on the heels of theÂ $574 million loss reported in JanuaryÂ for fourth quarter earnings last year. Barcelona is the key to taking that fiscal burden off AMD's shoulders,Â AMD CEO Hector Ruiz said on May 3 at the company's annual shareholder meeting. Although Intel is several quarters ahead in improving its chip manufacturing capabilities, AMD stays competitive by creating more innovative designs, he said. AMD claims Barcelona will deliver better performance on memory-intensive applications than Intel's Clovertown quad-core Xeon server chips that have been on the market since November. AMD stuck to its guns on Wednesday, insisting that it is still on schedule, and pointing as evidence to itsÂ demonstration on Tuesday of prototype Barcelona chips in serversÂ from infrastructure partners Supermicro Computer, Tyan Computer, and Uniwide Technologies at theÂ Computex trade show in Taipei. "We remain on track for a summer 2007 launch with partners shipping platforms in the third quarter," said AMD spokeswoman Marian Kelley. She blamed the delay rumors on Cray's announcement Monday that it expects revenue to drop because of a delay in shipping its quad-core Cray XT4 systems. In fact, Cray was referring to AMD's midrange Budapest processor, not Barcelona, she said. "The guidance that we've been giving and that we're sticking to is that Budapest will follow Barcelona in the second half of 2007," Kelley said. Despite AMD's assurances, other analysts echoed the Citigroup report, saying they have heard similar news from server vendors, distributors and board makers. On May 30, another report called AMD's promise to launch Barcelona in mid-2007 "a head fake" since the chip will not be available at full volume until August at the earliest, according to a note from analyst Patrick Wang at Thomas Weisel Partners. In contrast, Intel is expected to succeed in shipping its Penryn processors in the late third quarter or early fourth quarter. That timing will allow Intel to essentially catch up to AMD and soften the blow of losing sales to customers who see a performance advantage in Barcelona, Wang said.
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(InfoWorld) - Advanced Micro DevicesÂ (AMD) said Friday it wouldÂ begin shipping its "Barcelona" quad-core Opteron processorÂ in August, rebutting industry rumors that the chip faced manufacturing problems that could delay it until October. Although AMD has already lined up hardware partners like Sun MicrosystemsÂ to use the chip in high-end servers, some analysts had predicted that a delayed release could cause AMD toÂ lose business to Intel. However, AMD insists it is on schedule to produce both standard and low-wattage SE (special edition) versions of Barcelona, in a range of frequencies up to 2.0GHz. The new Barcelona chips will generate the same amount of heat as current Opteron chips, but improve computing performance by 70 percent for database applications or 40 percent for floating point jobs, Allen said. Future versions of both types will run at even higher speeds, allowing customers to further improve their energy efficiency, said Randy Allen, corporate vice president of AMD's server and workstation division. Intel competes for those same customers today with the dual-core Woodcrest and quad-core Clovertown Xeon processorsÂ launched last year, and plans to up the ante in the fourth quarter of 2007 with quad-core "Harpertown" server chip using smaller, 45-nanometer scale components. AMD will begin shipping Barcelona chips for sale in August, and expects server vendors to ship commercial products using the chip by September. AMD hopes those new servers are popular enough to help reverse a slide in market share and revenue in recent months. The company has posted losses of hundreds of millions of dollars for the past two quarters as it struggles to survive aÂ price war with Intel. Â
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Both GPUs built on TSMC's 110nm process, reportedly
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Second, 45nm generation to follow a year later Basic details have begun to filter through regarding AMD's three-core Phenom line-up, due to go on sale in Q1 2008.â¦
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Not out until Q1 '08, mobo-maker moles allege AMD has rebutted allegations that the launch date of its long-awaited Phenom processor has been delayed to Q1 2008 after the chip company fell behind on its original Q4 2007 release schedule.â¦
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InfoWorld - Amid further delays of AMD's quad-core server chip and plans to write off goodwill from the acquisition of ATI, AMD executives are going to face tough questions when they meet financial analysts in New York Thursday.
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In the latest of a series of product delays, Intel Corp. has postponed the launch of a video display chip it had previously planned to introduce by year end, putting off a showdown with Texas Instruments Inc. in the fast-growing market for high-definition television displays.
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AMD has delayed general availability of some key products until early next year, when it projects the chips, along with other new processors, will return it to profitability.